Tacita Capital’s Unilever UL Stock Holding History

Tacita 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	$223K	Hold	3,909	–	–	0.13%	77
2025 Q4	$256K	Sell	3,909 -447	-10%	-$30K	0.15%	77
2025 Q3	$290K	Hold	4,356	–	–	0.18%	69
2025 Q2	$300K	Hold	4,356	–	–	0.19%	70
2025 Q1	$292K	Hold	4,356	–	–	0.21%	68
2024 Q4	$278K	Hold	4,356	–	–	0.2%	70
2024 Q3	$318K	Hold	4,356	–	–	0.21%	68
2024 Q2	$269K	Hold	4,356	–	–	0.19%	71
2024 Q1	$246K	Hold	4,356	–	–	0.17%	76
2023 Q4	$238K	Hold	4,356	–	–	0.18%	80
2023 Q3	$242K	Hold	4,356	–	–	0.19%	74
2023 Q2	$255K	Hold	4,356	–	–	0.19%	76
2023 Q1	$254K	Hold	4,356	–	–	0.19%	74
2022 Q4	$247K	Hold	4,356	–	–	0.19%	76
2022 Q3	$215K	Hold	4,356	–	–	0.17%	75
2022 Q2	$225K	Hold	4,356	–	–	0.16%	77
2022 Q1	$223K	Hold	4,356	–	–	0.13%	83
2021 Q4	$264K	Hold	4,356	–	–	0.15%	75
2021 Q3	$266K	Hold	4,356	–	–	0.16%	70
2021 Q2	$287K	Buy	4,356 +889	+26%	+$59.1K	0.17%	70
2021 Q1	$218K	Sell	3,467 -1,745	-33%	-$111K	0.14%	88
2020 Q4	$354K	Buy	+5,212	New	+$354K	0.23%	68

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

Tacita Capital's UL Position: Q1 2026 in Review

Tacita Capital held its Unilever (UL) position steady in Q1 2026 at 3,909 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #77.

Tacita Capital first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $354K in Q4 2020. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Tacita Capital held 3,909 shares of Unilever worth $223K as of Q1 2026.
Tacita Capital left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.13% of Tacita Capital's portfolio in Q1 2026, its #77 holding.
Tacita Capital first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's Unilever position peaked at $354K in Q4 2020.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.