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Verity & Verity’s Unilever UL Stock Holding History

Verity & Verity’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
-3,111
Closed -$203K – 154
2025
Q4 		$203K Sell
3,111
-49
-2% -$3.29K 0.02% 150
2025
Q3 		$211K Buy
3,160
+49
+2% +$3.38K 0.02% 131
2025
Q2 		$214K Hold
3,111
– – 0.02% 129
2025
Q1 		$208K Buy
+3,111
New +$201K 0.02% 126
2024
Q4 		– Sell
-3,111
Closed -$227K – 137
2024
Q3 		$227K Sell
3,111
-1,333
-30% -$92.1K 0.02% 112
2024
Q2 		$275K Hold
4,444
– – 0.03% 103
2024
Q1 		$251K Sell
4,444
-59
-1% -$3.27K 0.03% 105
2023
Q4 		$246K Hold
4,503
– – 0.03% 97
2023
Q3 		$250K Hold
4,503
– – 0.03% 90
2023
Q2 		$264K Buy
+4,503
New +$267K 0.03% 88

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

Verity & Verity's UL Position: Q1 2026 in Review

Verity & Verity sold out of Unilever (UL) in Q1 2026, closing a stake of 3,111 shares — an estimated $203K sold.

Verity & Verity first reported a position in UL in Q2 2023 and held it in 10 quarters. The position peaked at $275K in Q2 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Verity & Verity reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Verity & Verity sold 3,111 Unilever shares in Q1 2026, an estimated $203K.
  • Verity & Verity first reported a position in Unilever in Q2 2023 and held it in 10 quarters.
  • Verity & Verity's Unilever position peaked at $275K in Q2 2024.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.