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Strategic Global Advisors’s Unilever UL Stock Holding History

Strategic Global Advisors’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 		$941K Buy
16,514
+3,340
+25% +$224K 0.15% 114
2025
Q4 		$862K Buy
13,174
+1,457
+12% +$97.9K 0.13% 116
2025
Q3 		$781K Sell
11,717
-2,790
-19% -$193K 0.12% 112
2025
Q2 		$998K Buy
14,507
+1,737
+14% +$122K 0.16% 114
2025
Q1 		$855K Buy
12,770
+2,887
+29% +$186K 0.17% 111
2024
Q4 		$630K Sell
9,883
-84
-0.8% -$5.67K 0.12% 110
2024
Q3 		$728K Buy
9,967
+5,068
+103% +$350K 0.14% 111
2024
Q2 		$569K Sell
4,899
-4,716
-49% -$279K 0.12% 114
2024
Q1 		$543K Sell
9,615
-82
-0.8% -$4.54K 0.12% 116
2023
Q4 		$529K Sell
9,697
-145
-1% -$7.82K 0.12% 125
2023
Q3 		$547K Sell
9,842
-754
-7% -$43.6K 0.09% 120
2023
Q2 		$621K Sell
10,596
-200
-2% -$11.9K 0.1% 119
2023
Q1 		$631K Sell
10,796
-297
-3% -$16.9K 0.1% 113
2022
Q4 		$628K Buy
11,093
+2,969
+37% +$159K 0.1% 108
2022
Q3 		$401K Buy
8,124
+381
+5% +$19.9K 0.07% 118
2022
Q2 		$399K Sell
7,743
-119
-2% -$6.06K 0.06% 124
2022
Q1 		$403K Buy
7,862
+119
+2% +$6.62K 0.06% 119
2021
Q4 		$2.11M Sell
7,743
-47,837
-86% -$2.84M 0.27% 99
2021
Q3 		$3.39M Buy
55,580
+6,864
+14% +$437K 0.5% 66
2021
Q2 		$3.21M Buy
48,716
+287
+0.6% +$19.1K 0.58% 52
2021
Q1 		$3.04M Buy
48,429
+131
+0.3% +$8.34K 0.55% 68
2020
Q4 		$3.28M Buy
48,298
+4,177
+9% +$283K 0.58% 55
2020
Q3 		$3.06M Sell
44,121
-287
-0.6% -$19.2K 0.58% 57
2020
Q2 		$2.74M Buy
44,408
+4,948
+13% +$296K 0.59% 51
2020
Q1 		$2.25M Sell
39,460
-8,755
-18% -$549K 0.58% 51
2019
Q4 		$3.1M Buy
48,215
+8,194
+20% +$544K 0.64% 44
2019
Q3 		$2.71M Buy
40,021
+6,294
+19% +$436K 0.61% 47
2019
Q2 		$2.35M Buy
33,727
+253
+0.8% +$17.2K 0.5% 55
2019
Q1 		$2.17M Buy
33,474
+24,822
+287% +$1.51M 0.46% 67
2018
Q4 		$509K Sell
8,652
-1,029
-11% -$62K 0.18% 102
2018
Q3 		$599K Buy
9,681
+258
+3% +$16.3K 0.18% 104
2018
Q2 		$589K Hold
9,423
– – 0.15% 108
2018
Q1 		$589K Buy
9,423
+183
+2% +$11.1K 0.2% 98
2017
Q4 		$575K Hold
9,240
– – 0.19% 99
2017
Q3 		$602K Hold
9,240
– – 0.23% 96
2017
Q2 		$563K Buy
9,240
+57
+0.6% +$3.4K 0.21% 94
2017
Q1 		$510K Buy
9,183
+571
+7% +$28.9K 0.18% 103
2016
Q4 		$394K Hold
8,612
– – 0.15% 119
2016
Q3 		$464K Hold
8,612
– – 0.17% 109
2016
Q2 		$464K Hold
8,612
– – 0.18% 107
2016
Q1 		$438K Buy
8,612
+1,716
+25% +$83.5K 0.19% 105
2015
Q4 		$335K Hold
6,896
– – 0.14% 114
2015
Q3 		$316K Buy
6,896
+1,096
+19% +$52.4K 0.15% 100
2015
Q2 		$280K Buy
+5,800
New +$287K 0.16% 115

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Global Advisors's UL Position: Q1 2026 in Review

Strategic Global Advisors increased its Unilever (UL) stake by 25% in Q1 2026, buying an estimated $224K and bringing the position to 16,514 shares worth $941K. The position accounts for 0.15% of the portfolio, ranked #114.

Strategic Global Advisors first reported a position in UL in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.39M in Q3 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Strategic Global Advisors held 16,514 shares of Unilever worth $941K as of Q1 2026.
  • Strategic Global Advisors bought 3,340 Unilever shares in Q1 2026, an estimated $224K.
  • Unilever made up 0.15% of Strategic Global Advisors's portfolio in Q1 2026, its #114 holding.
  • Strategic Global Advisors first reported a position in Unilever in Q2 2015 and has held it in 44 quarters since.
  • Strategic Global Advisors's Unilever position peaked at $3.39M in Q3 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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