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TD Private Client Wealth’s Unilever UL Stock Holding History

TD Private Client Wealth’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 		$3.39M Buy
59,564
+23,987
+67% +$1.61M 0.07% 182
2025
Q4 		$2.33M Buy
35,577
+27,402
+335% +$1.84M 0.05% 231
2025
Q3 		$545K Buy
8,175
+591
+8% +$40.8K 0.01% 466
2025
Q2 		$522K Sell
7,584
-1,698
-18% -$119K 0.01% 463
2025
Q1 		$622K Sell
9,282
-4,814
-34% -$311K 0.02% 412
2024
Q4 		$899K Sell
14,096
-778
-5% -$52.5K 0.03% 371
2024
Q3 		$1.09M Sell
14,874
-11,834
-44% -$818K 0.03% 351
2024
Q2 		$1.65M Sell
26,708
-23,074
-46% -$1.36M 0.05% 266
2024
Q1 		$2.81M Sell
49,782
-8,535
-15% -$473K 0.09% 169
2023
Q4 		$3.18M Sell
58,317
-26,878
-32% -$1.45M 0.12% 148
2023
Q3 		$4.73M Sell
85,195
-1,880
-2% -$109K 0.21% 97
2023
Q2 		$5.11M Buy
87,075
+7,029
+9% +$417K 0.22% 100
2023
Q1 		$4.68M Sell
80,046
-990
-1% -$56.2K 0.21% 107
2022
Q4 		$4.59M Buy
81,036
+4,798
+6% +$257K 0.22% 106
2022
Q3 		$3.76M Buy
76,238
+5,898
+8% +$308K 0.19% 118
2022
Q2 		$3.63M Buy
70,340
+38,910
+124% +$1.98M 0.18% 126
2022
Q1 		$1.61M Sell
31,430
-74,277
-70% -$4.13M 0.07% 264
2021
Q4 		$6.4M Sell
105,707
-9,881
-9% -$587K 0.27% 79
2021
Q3 		$7.05M Buy
115,588
+11,019
+11% +$702K 0.3% 75
2021
Q2 		$6.88M Buy
104,569
+4,381
+4% +$291K 0.29% 77
2021
Q1 		$6.29M Buy
100,188
+10,429
+12% +$664K 0.29% 77
2020
Q4 		$6.1M Buy
89,759
+23,682
+36% +$1.61M 0.31% 74
2020
Q3 		$4.59M Sell
66,077
-2,860
-4% -$191K 0.26% 86
2020
Q2 		$4.26M Buy
68,937
+20,017
+41% +$1.2M 0.25% 84
2020
Q1 		$2.78M Buy
48,920
+32,808
+204% +$2.06M 0.2% 109
2019
Q4 		$1.04M Buy
+16,112
New +$1.07M 0.06% 267

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 Private Client Wealth's UL Position: Q1 2026 in Review

TD Private Client Wealth increased its Unilever (UL) stake by 67% in Q1 2026, buying an estimated $1.61M and bringing the position to 59,564 shares worth $3.39M. The position accounts for 0.07% of the portfolio, ranked #182.

TD Private Client Wealth first reported a position in UL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.05M in Q3 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • TD Private Client Wealth held 59,564 shares of Unilever worth $3.39M as of Q1 2026.
  • TD Private Client Wealth bought 23,987 Unilever shares in Q1 2026, an estimated $1.61M.
  • Unilever made up 0.07% of TD Private Client Wealth's portfolio in Q1 2026, its #182 holding.
  • TD Private Client Wealth first reported a position in Unilever in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Unilever position peaked at $7.05M in Q3 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.