U.S. Capital Wealth Advisors’s Unilever UL Stock Holding History

U.S. Capital 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	$695K	Sell	12,200 -299	-2%	-$20K	0.02%	601
2025 Q4	$817K	Sell	12,499 -25,847	-67%	-$1.74M	0.02%	537
2025 Q3	$2.56M	Buy	38,346 +73	+0.2%	+$5.04K	0.07%	275
2025 Q2	$2.63M	Buy	38,273 +15,888	+71%	+$1.11M	0.08%	249
2025 Q1	$1.5M	Buy	22,385 +16,129	+258%	+$1.04M	0.05%	347
2024 Q4	$399K	Buy	6,256 +688	+12%	+$46.5K	0.01%	612
2024 Q3	$407K	Buy	5,568 +1	+0%	+$69	0.01%	524
2024 Q2	$344K	Buy	+5,567	New	+$329K	0.01%	540
2023 Q3	–	Sell	-30,793	Closed	-$1.81M	–	682
2023 Q2	$1.81M	Buy	+30,793	New	+$1.83M	0.09%	228
2023 Q1	–	Sell	-546	Closed	-$30.9K	–	1481
2022 Q4	$30.9K	Buy	+546	New	+$29.2K	﹤0.01%	998
2022 Q3	–	Sell	-30,143	Closed	-$1.55M	–	687
2022 Q2	$1.55M	Buy	+30,143	New	+$1.54M	0.07%	264

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's UL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Unilever (UL) stake by 2.4% in Q1 2026, selling an estimated $20K and leaving 12,200 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #601.

U.S. Capital Wealth Advisors first reported a position in UL in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.63M in Q2 2025. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

U.S. Capital Wealth Advisors held 12,200 shares of Unilever worth $695K as of Q1 2026.
U.S. Capital Wealth Advisors sold 299 Unilever shares in Q1 2026, an estimated $20K.
Unilever made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #601 holding.
U.S. Capital Wealth Advisors first reported a position in Unilever in Q2 2022 and has held it in 11 quarters since.
U.S. Capital Wealth Advisors's Unilever position peaked at $2.63M in Q2 2025.
1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.