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TFC Financial Management’s Unilever UL Stock Holding History

TFC Financial 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 		$68K Hold
1,194
– – 0.01% 242
2025
Q4 		$78.1K Sell
1,194
-2
-0.2% -$134 0.01% 234
2025
Q3 		$79.7K Buy
1,196
+126
+12% +$8.7K 0.01% 223
2025
Q2 		$73.6K Buy
1,070
+966
+929% +$67.8K 0.01% 228
2025
Q1 		$6.96K Buy
+104
New +$6.71K ﹤0.01% 383
2024
Q2 		– Sell
-608
Closed -$34.3K – 1096
2024
Q1 		$34.3K Sell
608
-627
-51% -$34.7K 0.01% 262
2023
Q4 		$67.4K Sell
1,235
-1,069
-46% -$57.7K 0.01% 202
2023
Q3 		$128K Hold
2,304
– – 0.03% 146
2023
Q2 		$135K Sell
2,304
-47
-2% -$2.79K 0.03% 141
2023
Q1 		$137K Hold
2,351
– – 0.04% 135
2022
Q4 		$133K Sell
2,351
-399
-15% -$21.4K 0.04% 129
2022
Q3 		$136K Sell
2,750
-214
-7% -$11.2K 0.04% 113
2022
Q2 		$153K Sell
2,964
-1,119
-27% -$57K 0.05% 112
2022
Q1 		$209K Buy
4,083
+529
+15% +$29.4K 0.06% 96
2021
Q4 		$215K Buy
3,554
+734
+26% +$43.6K 0.07% 100
2021
Q3 		$172K Buy
2,820
+302
+12% +$19.2K 0.06% 110
2021
Q2 		$166K Sell
2,518
-380
-13% -$25.3K 0.06% 111
2021
Q1 		$182K Hold
2,898
– – 0.07% 93
2020
Q4 		$197K Buy
2,898
+1,335
+85% +$90.6K 0.08% 84
2020
Q3 		$108K Buy
+1,563
New +$104K 0.05% 113

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

TFC Financial Management's UL Position: Q1 2026 in Review

TFC Financial Management held its Unilever (UL) position steady in Q1 2026 at 1,194 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #242.

TFC Financial Management first reported a position in UL in Q3 2020 and has held it in 20 quarters since. The position peaked at $215K in Q4 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • TFC Financial Management held 1,194 shares of Unilever worth $68K as of Q1 2026.
  • TFC Financial Management left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #242 holding.
  • TFC Financial Management first reported a position in Unilever in Q3 2020 and has held it in 20 quarters since.
  • TFC Financial Management's Unilever position peaked at $215K in Q4 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.