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Strategic Investment Advisors’s Unilever UL Stock Holding History

Strategic Investment 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 		$767K Buy
+13,460
New +$902K 0.05% 175
2020
Q4 		– Sell
-3,796
Closed -$264K – 212
2020
Q3 		$264K Sell
3,796
-333
-8% -$22.2K 0.09% 154
2020
Q2 		$255K Buy
+4,129
New +$247K 0.1% 150

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 $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Strategic Investment Advisors opened a new position in Unilever (UL) in Q1 2026: 13,460 shares worth $767K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in UL as recently as Q3 2020.

Strategic Investment Advisors first reported a position in UL in Q2 2020 and has held it in 3 quarters since. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Strategic Investment Advisors held 13,460 shares of Unilever worth $767K as of Q1 2026.
  • Unilever was a new Strategic Investment Advisors position in Q1 2026.
  • Unilever made up 0.05% of Strategic Investment Advisors's portfolio in Q1 2026, its #175 holding.
  • Strategic Investment Advisors first reported a position in Unilever in Q2 2020 and has held it in 3 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.