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Syon Capital’s Unilever UL Stock Holding History

Syon Capital’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 		$818K Sell
14,365
-4,838
-25% -$324K 0.04% 368
2025
Q4 		$1.26M Sell
19,203
-502
-3% -$33.7K 0.06% 236
2025
Q3 		$1.31M Sell
19,705
-376
-2% -$25.9K 0.07% 196
2025
Q2 		$1.38M Buy
20,081
+1,580
+9% +$111K 0.09% 155
2025
Q1 		$1.24M Sell
18,501
-1,064
-5% -$68.6K 0.1% 147
2024
Q4 		$1.25M Sell
19,565
-1,300
-6% -$87.8K 0.11% 131
2024
Q3 		$1.52M Sell
20,865
-307
-1% -$21.2K 0.13% 112
2024
Q2 		$1.31M Sell
21,172
-624
-3% -$36.9K 0.12% 127
2024
Q1 		$1.23M Buy
21,796
+7,144
+49% +$396K 0.12% 128
2023
Q4 		$799K Sell
14,652
-9,254
-39% -$499K 0.03% 304
2023
Q3 		$1.33M Buy
+23,906
New +$1.38M 0.17% 81

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

Syon Capital's UL Position: Q1 2026 in Review

Syon Capital reduced its Unilever (UL) stake by 25% in Q1 2026, selling an estimated $324K and leaving 14,365 shares worth $818K. The position accounts for 0.04% of the portfolio, ranked #368.

Syon Capital first reported a position in UL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Syon Capital held 14,365 shares of Unilever worth $818K as of Q1 2026.
  • Syon Capital sold 4,838 Unilever shares in Q1 2026, an estimated $324K.
  • Unilever made up 0.04% of Syon Capital's portfolio in Q1 2026, its #368 holding.
  • Syon Capital first reported a position in Unilever in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Unilever position peaked at $1.52M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.