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USA Financial Formulas’s Unilever UL Stock Holding History

USA Financial Formulas’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
-2,885
Closed -$189K – 520
2025
Q4 		$189K Sell
2,885
-639
-18% -$42.9K 0.03% 138
2025
Q3 		$235K Sell
3,524
-321
-8% -$22.2K 0.04% 130
2025
Q2 		$265K Buy
+3,845
New +$270K 0.05% 112
2025
Q1 		– Sell
-3,289
Closed -$210K – 367
2024
Q4 		$210K Sell
3,289
-88
-3% -$5.94K 0.03% 161
2024
Q3 		$247K Sell
3,377
-441
-12% -$30.5K 0.04% 137
2024
Q2 		$236K Sell
3,818
-394
-9% -$23.3K 0.04% 144
2024
Q1 		$238K Sell
4,212
-857
-17% -$47.5K 0.04% 173
2023
Q4 		$276K Buy
5,069
+5,042
+18,674% +$272K 0.05% 131
2023
Q3 		$1.48K Hold
27
– – ﹤0.01% 365
2023
Q2 		$1.56K Hold
27
– – ﹤0.01% 327
2023
Q1 		$1.56K Buy
+27
New +$1.53K ﹤0.01% 252
2021
Q2 		– Sell
-20
Closed -$1K – 448
2021
Q1 		$1K Buy
20
+1
+5% +$64 ﹤0.01% 322
2020
Q4 		$1K Sell
19
-2
-10% -$136 ﹤0.01% 305
2020
Q3 		$1K Hold
21
– – ﹤0.01% 302
2020
Q2 		$1K Buy
+21
New +$1.25K ﹤0.01% 211

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

USA Financial Formulas's UL Position: Q1 2026 in Review

USA Financial Formulas sold out of Unilever (UL) in Q1 2026, closing a stake of 2,885 shares — an estimated $189K sold.

USA Financial Formulas first reported a position in UL in Q2 2020 and held it in 15 quarters. The position peaked at $276K in Q4 2023. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • USA Financial Formulas reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 2,885 Unilever shares in Q1 2026, an estimated $189K.
  • USA Financial Formulas first reported a position in Unilever in Q2 2020 and held it in 15 quarters.
  • USA Financial Formulas's Unilever position peaked at $276K in Q4 2023.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.