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Tranquilli Financial Advisor’s Unilever UL Stock Holding History

Tranquilli Financial Advisor’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 		$504K Sell
8,839
-162
-2% -$10.9K 0.29% 76
2025
Q4 		$589K Sell
9,001
-140
-2% -$9.41K 0.34% 66
2025
Q3 		$610K Sell
9,141
-536
-6% -$37K 0.36% 68
2025
Q2 		$666K Buy
9,677
+574
+6% +$40.3K 0.41% 62
2025
Q1 		$610K Buy
9,103
+255
+3% +$16.5K 0.39% 59
2024
Q4 		$564K Buy
8,848
+1,788
+25% +$121K 0.36% 63
2024
Q3 		$516K Buy
7,060
+2
+0% +$138 0.32% 64
2024
Q2 		$434K Sell
7,058
-38
-0.5% -$2.25K 0.29% 72
2024
Q1 		$401K Sell
7,096
-509
-7% -$28.2K 0.27% 77
2023
Q4 		$415K Sell
7,605
-495
-6% -$26.7K 0.29% 67
2023
Q3 		$450K Buy
8,100
+596
+8% +$34.4K 0.33% 58
2023
Q2 		$440K Buy
7,504
+153
+2% +$9.09K 0.31% 60
2023
Q1 		$429K Buy
7,351
+545
+8% +$31K 0.32% 56
2022
Q4 		$386K Buy
6,806
+1,650
+32% +$88.3K 0.29% 60
2022
Q3 		$254K Buy
5,156
+1,264
+32% +$66K 0.2% 63
2022
Q2 		$201K Buy
+3,892
New +$198K 0.15% 63
2022
Q1 		– Sell
-3,387
Closed -$205K – 95
2021
Q4 		$205K Sell
3,387
-106
-3% -$6.3K 0.14% 80
2021
Q3 		$213K Buy
3,493
+95
+3% +$6.05K 0.16% 72
2021
Q2 		$224K Sell
3,398
-47
-1% -$3.13K 0.17% 72
2021
Q1 		$216K Buy
3,445
+228
+7% +$14.5K 0.17% 70
2020
Q4 		$218K Buy
+3,217
New +$218K 0.2% 65

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

Tranquilli Financial Advisor's UL Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Unilever (UL) stake by 1.8% in Q1 2026, selling an estimated $10.9K and leaving 8,839 shares worth $504K. The position accounts for 0.29% of the portfolio, ranked #76.

Tranquilli Financial Advisor first reported a position in UL in Q4 2020 and has held it in 21 quarters since. The position peaked at $666K in Q2 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Tranquilli Financial Advisor held 8,839 shares of Unilever worth $504K as of Q1 2026.
  • Tranquilli Financial Advisor sold 162 Unilever shares in Q1 2026, an estimated $10.9K.
  • Unilever made up 0.29% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #76 holding.
  • Tranquilli Financial Advisor first reported a position in Unilever in Q4 2020 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's Unilever position peaked at $666K in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.