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Sunbelt Securities’s Unilever UL Stock Holding History

Sunbelt Securities’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 		$82.9K Sell
1,455
-80
-5% -$5.36K 0.01% 899
2025
Q4 		$100K Sell
1,535
-7
-0.5% -$470 0.01% 821
2025
Q3 		$103K Buy
1,542
+997
+183% +$68.8K 0.01% 812
2025
Q2 		$34.8K Sell
545
-1,212
-69% -$85K ﹤0.01% 1022
2025
Q1 		$118K Buy
1,757
+1,212
+222% +$78.2K 0.01% 699
2024
Q4 		$34.8K Sell
545
-168
-24% -$11.3K ﹤0.01% 1021
2024
Q3 		$52.1K Buy
713
+133
+23% +$9.19K 0.01% 929
2024
Q2 		$35.9K Buy
580
+4
+0.7% +$236 ﹤0.01% 987
2024
Q1 		$32.5K Buy
576
+42
+8% +$2.33K ﹤0.01% 976
2023
Q4 		$29.1K Buy
534
+3
+0.6% +$162 ﹤0.01% 929
2023
Q3 		$29.5K Sell
531
-122
-19% -$7.05K ﹤0.01% 916
2023
Q2 		$38.3K Buy
653
+4
+0.6% +$238 0.01% 856
2023
Q1 		$37.9K Buy
+649
New +$36.9K 0.01% 804
2021
Q4 		– Sell
-3,700
Closed -$250K – 517
2021
Q3 		$250K Hold
3,700
– – 0.04% 386
2021
Q2 		$250K Buy
3,700
+210
+6% +$14K 0.05% 385
2021
Q1 		$219K Sell
3,490
-73
-2% -$4.65K 0.04% 381
2020
Q4 		$242K Buy
+3,563
New +$242K 0.05% 341
2017
Q2 		– Sell
-5,779
Closed -$321K – 91
2017
Q1 		$321K Buy
5,779
+39
+0.7% +$1.97K 0.48% 58
2016
Q4 		$263K Buy
5,740
+50
+0.9% +$2.33K 0.4% 66
2016
Q3 		$303K Buy
5,690
+42
+0.7% +$2.22K 0.37% 63
2016
Q2 		$304K Buy
5,648
+44
+0.8% +$2.26K 0.4% 62
2016
Q1 		$285K Buy
5,604
+40
+0.7% +$1.95K 0.41% 60
2015
Q4 		$270K Buy
5,564
+44
+0.8% +$2.15K 0.38% 66
2015
Q3 		$253K Buy
5,520
+1,075
+24% +$51.4K 0.34% 73
2015
Q2 		$215K Buy
+4,445
New +$220K 0.3% 94

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

Sunbelt Securities's UL Position: Q1 2026 in Review

Sunbelt Securities reduced its Unilever (UL) stake by 5.2% in Q1 2026, selling an estimated $5.36K and leaving 1,455 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #899.

Sunbelt Securities first reported a position in UL in Q2 2015 and has held it in 25 quarters since. The position peaked at $321K in Q1 2017. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Sunbelt Securities held 1,455 shares of Unilever worth $82.9K as of Q1 2026.
  • Sunbelt Securities sold 80 Unilever shares in Q1 2026, an estimated $5.36K.
  • Unilever made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #899 holding.
  • Sunbelt Securities first reported a position in Unilever in Q2 2015 and has held it in 25 quarters since.
  • Sunbelt Securities's Unilever position peaked at $321K in Q1 2017.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.