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Turtle Creek Wealth Advisors’s Unilever UL Stock Holding History

Turtle Creek Wealth Advisors’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 		$244K Buy
4,284
+362
+9% +$24.3K 0.02% 361
2025
Q4 		$256K Buy
+3,922
New +$264K 0.02% 335

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Fisher Asset Management
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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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Turtle Creek Wealth Advisors's UL Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Unilever (UL) stake by 9.2% in Q1 2026, buying an estimated $24.3K and bringing the position to 4,284 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #361.

Turtle Creek Wealth Advisors first reported a position in UL in Q4 2025 and has held it in 2 quarters since. The position peaked at $256K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Turtle Creek Wealth Advisors held 4,284 shares of Unilever worth $244K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 362 Unilever shares in Q1 2026, an estimated $24.3K.
  • Unilever made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #361 holding.
  • Turtle Creek Wealth Advisors first reported a position in Unilever in Q4 2025 and has held it in 2 quarters since.
  • Turtle Creek Wealth Advisors's Unilever position peaked at $256K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.