TAFW
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Tred Avon Family Wealth’s Unilever UL Stock Holding History

Tred Avon Family 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 		$763K Sell
13,388
-196
-1% -$13.1K 0.25% 115
2025
Q4 		$888K Buy
13,584
+1,983
+17% +$133K 0.29% 90
2025
Q3 		$774K Buy
+11,601
New +$801K 0.27% 108

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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 $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tred Avon Family Wealth's UL Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Unilever (UL) stake by 1.4% in Q1 2026, selling an estimated $13.1K and leaving 13,388 shares worth $763K. The position accounts for 0.25% of the portfolio, ranked #115.

Tred Avon Family Wealth first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $888K in Q4 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Tred Avon Family Wealth held 13,388 shares of Unilever worth $763K as of Q1 2026.
  • Tred Avon Family Wealth sold 196 Unilever shares in Q1 2026, an estimated $13.1K.
  • Unilever made up 0.25% of Tred Avon Family Wealth's portfolio in Q1 2026, its #115 holding.
  • Tred Avon Family Wealth first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Unilever position peaked at $888K in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.