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Truvestments Capital’s Unilever UL Stock Holding History

Truvestments Capital’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 		$39.4K Buy
691
+142
+26% +$9.52K 0.01% 536
2025
Q4 		$35.9K Buy
+549
New +$36.9K 0.01% 502
2021
Q2 		– Sell
-695
Closed -$44K – 693
2021
Q1 		$44K Buy
695
+115
+20% +$7.32K 0.02% 295
2020
Q4 		$39K Hold
580
– – 0.03% 292
2020
Q3 		$40K Sell
580
-81
-12% -$5.41K 0.04% 194
2020
Q2 		$40K Buy
661
+262
+66% +$15.7K 0.04% 232
2020
Q1 		$22K Buy
+399
New +$25K 0.03% 259
2018
Q3 		$54K Buy
+872
New +$55K 0.03% 372

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

Truvestments Capital's UL Position: Q1 2026 in Review

Truvestments Capital increased its Unilever (UL) stake by 26% in Q1 2026, buying an estimated $9.52K and bringing the position to 691 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #536.

Truvestments Capital first reported a position in UL in Q3 2018 and has held it in 8 quarters since. The position peaked at $54K in Q3 2018. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Truvestments Capital held 691 shares of Unilever worth $39.4K as of Q1 2026.
  • Truvestments Capital bought 142 Unilever shares in Q1 2026, an estimated $9.52K.
  • Unilever made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #536 holding.
  • Truvestments Capital first reported a position in Unilever in Q3 2018 and has held it in 8 quarters since.
  • Truvestments Capital's Unilever position peaked at $54K in Q3 2018.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.