UAG
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United Advisor Group’s Unilever UL Stock Holding History

United Advisor Group’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 		$328K Buy
5,742
+119
+2% +$7.98K 0.04% 374
2025
Q4 		$368K Buy
5,623
+721
+15% +$48.5K 0.05% 335
2025
Q3 		$327K Buy
+4,902
New +$338K 0.04% 342
2025
Q1 		– Sell
-5,615
Closed -$358K – 391
2024
Q4 		$358K Sell
5,615
-789
-12% -$53.3K 0.07% 258
2024
Q3 		$468K Buy
+6,404
New +$443K 0.11% 201

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

United Advisor Group's UL Position: Q1 2026 in Review

United Advisor Group increased its Unilever (UL) stake by 2.1% in Q1 2026, buying an estimated $7.98K and bringing the position to 5,742 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #374.

United Advisor Group first reported a position in UL in Q3 2024 and has held it in 5 quarters since. The position peaked at $468K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • United Advisor Group held 5,742 shares of Unilever worth $328K as of Q1 2026.
  • United Advisor Group bought 119 Unilever shares in Q1 2026, an estimated $7.98K.
  • Unilever made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #374 holding.
  • United Advisor Group first reported a position in Unilever in Q3 2024 and has held it in 5 quarters since.
  • United Advisor Group's Unilever position peaked at $468K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.