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Tucker Asset Management’s Unilever UL Stock Holding History

Tucker Asset 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 		– Sell
-174
Closed -$11.4K – 991
2025
Q4 		$11.4K Buy
+174
New +$11.7K ﹤0.01% 550
2025
Q1 		– Sell
-45
Closed -$2.89K – 894
2024
Q4 		$2.89K Buy
45
+15
+50% +$1.01K ﹤0.01% 1133
2024
Q3 		$2.21K Hold
30
– – ﹤0.01% 1147
2024
Q2 		$1.87K Buy
+30
New +$1.77K ﹤0.01% 1334
2023
Q2 		– Sell
-227
Closed -$13.2K – 1297
2023
Q1 		$13.2K Sell
227
-63
-22% -$3.58K ﹤0.01% 497
2022
Q4 		$16.5K Buy
290
+214
+282% +$11.5K 0.01% 276
2022
Q3 		$3.87K Buy
+76
New +$3.97K ﹤0.01% 473
2021
Q3 		– Sell
-340
Closed -$22.3K – 399
2021
Q2 		$22.3K Buy
340
+50
+17% +$3.33K 0.01% 121
2021
Q1 		$18.2K Buy
290
+139
+92% +$8.85K 0.01% 144
2020
Q4 		$10.3K Buy
+151
New +$10.2K 0.01% 197

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tucker Asset Management's UL Position: Q1 2026 in Review

Tucker Asset Management sold out of Unilever (UL) in Q1 2026, closing a stake of 174 shares — an estimated $11.4K sold.

Tucker Asset Management first reported a position in UL in Q4 2020 and held it in 10 quarters. The position peaked at $22.3K in Q2 2021. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Tucker Asset Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 174 Unilever shares in Q1 2026, an estimated $11.4K.
  • Tucker Asset Management first reported a position in Unilever in Q4 2020 and held it in 10 quarters.
  • Tucker Asset Management's Unilever position peaked at $22.3K in Q2 2021.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.