Strategic Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.71M | Sell |
47,594
-16
| -0% | -$1.07K | 0.45% | 55 |
|
|
2025
Q4 | $3.11M | Buy |
47,610
+11
| +0% | +$739 | 0.49% | 50 |
|
|
2025
Q3 | $3.17M | Buy |
47,599
+622
| +1% | +$42.9K | 0.51% | 44 |
|
|
2025
Q2 | $3.23M | Hold |
46,977
| – | – | 0.64% | 33 |
|
|
2025
Q1 | $3.15M | Sell |
46,977
-1,123
| -2% | -$72.4K | 0.61% | 32 |
|
|
2024
Q4 | $3.07M | Sell |
48,100
-2,666
| -5% | -$180K | 0.55% | 35 |
|
|
2024
Q3 | $3.71M | Hold |
50,766
| – | – | 0.69% | 35 |
|
|
2024
Q2 | $3.14M | Sell |
50,766
-1,867
| -4% | -$110K | 0.61% | 42 |
|
|
2024
Q1 | $2.97M | Hold |
52,633
| – | – | 0.59% | 42 |
|
|
2023
Q4 | $2.87M | Sell |
52,633
-73
| -0.1% | -$3.94K | 0.54% | 45 |
|
|
2023
Q3 | $2.93M | Sell |
52,706
-5
| -0% | -$289 | 0.58% | 42 |
|
|
2023
Q2 | $3.09M | Buy |
52,711
+1
| +0% | +$59 | 0.59% | 39 |
|
|
2023
Q1 | $3.08M | Buy |
52,710
+1
| +0% | +$57 | 0.62% | 38 |
|
|
2022
Q4 | $2.99M | Sell |
52,709
-427
| -0.8% | -$22.9K | 0.67% | 35 |
|
|
2022
Q3 | $2.62M | Buy |
53,136
+183
| +0.3% | +$9.56K | 0.58% | 41 |
|
|
2022
Q2 | $2.73M | Buy |
52,953
+199
| +0.4% | +$10.1K | 0.57% | 42 |
|
|
2022
Q1 | $2.7M | Buy |
52,754
+197
| +0.4% | +$11K | 0.47% | 47 |
|
|
2021
Q4 | $3.18M | Buy |
52,557
+22,640
| +76% | +$1.34M | 0.45% | 50 |
|
|
2021
Q3 | $1.82M | Buy |
29,917
+24,550
| +457% | +$1.56M | 0.39% | 63 |
|
|
2021
Q2 | $353K | Buy |
5,367
+111
| +2% | +$7.38K | 0.09% | 128 |
|
|
2021
Q1 | $330K | Sell |
5,256
-171
| -3% | -$10.9K | 0.1% | 126 |
|
|
2020
Q4 | $365K | Buy |
+5,427
| New | +$368K | 0.11% | 118 |
|
|
2019
Q2 | – | Sell |
-3,091
| Closed | -$201K | – | 167 |
|
|
2019
Q1 | $201K | Buy |
+3,091
| New | +$188K | 0.08% | 158 |
|
|
2018
Q4 | – | Sell |
-3,620
| Closed | -$224K | – | 157 |
|
|
2018
Q3 | $224K | Hold |
3,620
| – | – | 0.08% | 146 |
|
|
2018
Q2 | $225K | Sell |
3,620
-2,282
| -39% | -$142K | 0.09% | 133 |
|
|
2018
Q1 | $369K | Sell |
5,902
-638
| -10% | -$38.8K | 0.15% | 109 |
|
|
2017
Q4 | $407K | Sell |
6,540
-748
| -10% | -$47.4K | 0.17% | 109 |
|
|
2017
Q3 | $475K | Sell |
7,288
-404
| -5% | -$26K | 0.21% | 102 |
|
|
2017
Q2 | $468K | Buy |
7,692
+175
| +2% | +$10.4K | 0.21% | 97 |
|
|
2017
Q1 | $417K | Sell |
7,517
-193
| -3% | -$9.76K | 0.2% | 98 |
|
|
2016
Q4 | $353K | Sell |
7,710
-2,130
| -22% | -$99.3K | 0.19% | 100 |
|
|
2016
Q3 | $525K | Sell |
9,840
-108
| -1% | -$5.7K | 0.29% | 86 |
|
|
2016
Q2 | $536K | Hold |
9,948
| – | – | 0.31% | 87 |
|
|
2016
Q1 | $506K | Buy |
9,948
+122
| +1% | +$5.94K | 0.29% | 94 |
|
|
2015
Q4 | $477K | Buy |
9,826
+1,061
| +12% | +$51.8K | 0.31% | 85 |
|
|
2015
Q3 | $402K | Buy |
8,765
+246
| +3% | +$11.8K | 0.28% | 91 |
|
|
2015
Q2 | $412K | Buy |
+8,519
| New | +$421K | 0.26% | 95 |
|
|
2015
Q1 | – | Sell |
-9,862
| Closed | -$449K | – | 144 |
|
|
2014
Q4 | $449K | Buy |
+9,862
| New | +$453K | 0.29% | 100 |
|
Other funds holding UL
Strategic Advisors's UL Position: Q1 2026 in Review
Strategic Advisors reduced its Unilever (UL) stake by 0.03% in Q1 2026, selling an estimated $1.07K and leaving 47,594 shares worth $2.71M. The position accounts for 0.45% of the portfolio, ranked #55.
Strategic Advisors first reported a position in UL in Q4 2014 and has held it in 38 quarters since. The position peaked at $3.71M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Strategic Advisors held 47,594 shares of Unilever worth $2.71M as of Q1 2026.
- Strategic Advisors sold 16 Unilever shares in Q1 2026, an estimated $1.07K.
- Unilever made up 0.45% of Strategic Advisors's portfolio in Q1 2026, its #55 holding.
- Strategic Advisors first reported a position in Unilever in Q4 2014 and has held it in 38 quarters since.
- Strategic Advisors's Unilever position peaked at $3.71M in Q3 2024.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.