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TD Capital Management’s Unilever UL Stock Holding History

TD Capital Management’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 		$33.8K Hold
594
– – ﹤0.01% 292
2025
Q4 		$38.8K Sell
594
-3
-0.5% -$202 ﹤0.01% 264
2025
Q3 		$39.9K Buy
597
+2
+0.3% +$138 ﹤0.01% 246
2025
Q2 		$40.9K Buy
595
+501
+533% +$35.2K ﹤0.01% 238
2025
Q1 		$6.33K Buy
94
+34
+57% +$2.19K ﹤0.01% 360
2024
Q4 		$3.82K Buy
+60
New +$4.05K ﹤0.01% 378
2024
Q2 		– Sell
-13
Closed -$753 – 524
2024
Q1 		$753 Buy
+13
New +$720 ﹤0.01% 424

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

TD Capital Management's UL Position: Q1 2026 in Review

TD Capital Management held its Unilever (UL) position steady in Q1 2026 at 594 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

TD Capital Management first reported a position in UL in Q1 2024 and has held it in 7 quarters since. The position peaked at $40.9K in Q2 2025. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • TD Capital Management held 594 shares of Unilever worth $33.8K as of Q1 2026.
  • TD Capital Management left its Unilever share count unchanged in Q1 2026.
  • Unilever made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #292 holding.
  • TD Capital Management first reported a position in Unilever in Q1 2024 and has held it in 7 quarters since.
  • TD Capital Management's Unilever position peaked at $40.9K in Q2 2025.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.