Strategic Advocates’s Unilever UL Stock Holding History

Strategic Advocates’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6	Closed	-$394	–	588
2025 Q4	$394	Hold	6	–	–	﹤0.01%	560
2025 Q3	$415	Buy	+6	New	+$414	﹤0.01%	536

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Advocates's UL Position: Q1 2026 in Review

Strategic Advocates sold out of Unilever (UL) in Q1 2026, closing a stake of 6 shares — an estimated $394 sold.

Strategic Advocates first reported a position in UL in Q3 2025 and held it in 2 quarters. The position peaked at $415 in Q3 2025. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Strategic Advocates reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 6 Unilever shares in Q1 2026, an estimated $394.
Strategic Advocates first reported a position in Unilever in Q3 2025 and held it in 2 quarters.
Strategic Advocates's Unilever position peaked at $415 in Q3 2025.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.