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tru Independence’s Unilever UL Stock Holding History

tru Independence’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 		– Sell
-82,266
Closed -$5.38M – 133
2025
Q4 		$5.38M Sell
82,266
-1,457
-2% -$97.9K 1.36% 27
2025
Q3 		$5.58M Buy
83,723
+517
+0.6% +$35.7K 1.45% 21
2025
Q2 		$5.73M Sell
83,206
-454
-0.5% -$31.9K 1.66% 17
2025
Q1 		$5.6M Buy
83,660
+1,904
+2% +$123K 1.74% 15
2024
Q4 		$5.22M Sell
81,756
-6,040
-7% -$408K 1.64% 24
2024
Q3 		$6.42M Sell
87,796
-3,502
-4% -$242K 1.88% 16
2024
Q2 		$5.65M Sell
91,298
-1,046
-1% -$61.8K 1.71% 23
2024
Q1 		$5.21M Sell
92,344
-1,200
-1% -$66.5K 1.54% 31
2023
Q4 		$5.1M Sell
93,544
-1,255
-1% -$67.7K 1.55% 28
2023
Q3 		$5.27M Buy
94,799
+618
+0.7% +$35.7K 1.82% 20
2023
Q2 		$5.52M Sell
94,181
-1,808
-2% -$107K 1.82% 21
2023
Q1 		$5.61M Sell
95,989
-3,358
-3% -$191K 1.81% 16
2022
Q4 		$5.63M Sell
99,347
-5,803
-6% -$311K 1.82% 21
2022
Q3 		$5.19M Sell
105,150
-3,931
-4% -$205K 1.83% 13
2022
Q2 		$5.62M Sell
109,081
-2,066
-2% -$105K 1.81% 18
2022
Q1 		$5.7M Buy
111,147
+5,103
+5% +$284K 1.54% 24
2021
Q4 		$6.42M Sell
106,044
-2,514
-2% -$149K 1.75% 18
2021
Q3 		$6.62M Sell
108,558
-1,221
-1% -$77.8K 1.85% 10
2021
Q2 		$7.22M Buy
+109,779
New +$7.3M 2.13% 7
2021
Q1 		– Sell
-3,522
Closed -$239 – 688
2020
Q4 		$239 Buy
+3,522
New +$239K ﹤0.01% 419

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

tru Independence's UL Position: Q1 2026 in Review

tru Independence sold out of Unilever (UL) in Q1 2026, closing a stake of 82,266 shares — an estimated $5.38M sold.

tru Independence first reported a position in UL in Q4 2020 and held it in 20 quarters. The position peaked at $7.22M in Q2 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • tru Independence reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 82,266 Unilever shares in Q1 2026, an estimated $5.38M.
  • tru Independence first reported a position in Unilever in Q4 2020 and held it in 20 quarters.
  • tru Independence's Unilever position peaked at $7.22M in Q2 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.