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Waverly Advisors’s Unilever UL Stock Holding History

Waverly 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 		$6.98M Buy
122,544
+75
+0.1% +$5.03K 0.05% 333
2025
Q4 		$8.01M Buy
122,469
+8,300
+7% +$558K 0.06% 282
2025
Q3 		$7.61M Sell
114,169
-5,076
-4% -$350K 0.08% 246
2025
Q2 		$8.21M Sell
119,245
-5,170
-4% -$363K 0.09% 218
2025
Q1 		$8.34M Sell
124,415
-17,021
-12% -$1.1M 0.1% 205
2024
Q4 		$9.02M Buy
141,436
+6,235
+5% +$421K 0.14% 155
2024
Q3 		$9.88M Sell
135,201
-17,548
-11% -$1.21M 0.18% 119
2024
Q2 		$9.45M Buy
152,749
+147,286
+2,696% +$8.7M 0.19% 112
2024
Q1 		$308K Buy
+5,463
New +$303K 0.01% 562
2015
Q4 		– Sell
-82
Closed -$4K – 378
2015
Q3 		$4K Hold
82
– – ﹤0.01% 392
2015
Q2 		$4K Buy
+82
New +$4.05K ﹤0.01% 324
2014
Q1 		– Sell
-82
Closed -$4K – 825
2013
Q4 		$4K Hold
82
– – ﹤0.01% 718
2013
Q3 		$4K Buy
+82
New +$3.72K ﹤0.01% 513

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

Waverly Advisors's UL Position: Q1 2026 in Review

Waverly Advisors increased its Unilever (UL) stake by 0.06% in Q1 2026, buying an estimated $5.03K and bringing the position to 122,544 shares worth $6.98M. The position accounts for 0.05% of the portfolio, ranked #333.

Waverly Advisors first reported a position in UL in Q3 2013 and has held it in 13 quarters since. The position peaked at $9.88M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Waverly Advisors held 122,544 shares of Unilever worth $6.98M as of Q1 2026.
  • Waverly Advisors bought 75 Unilever shares in Q1 2026, an estimated $5.03K.
  • Unilever made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #333 holding.
  • Waverly Advisors first reported a position in Unilever in Q3 2013 and has held it in 13 quarters since.
  • Waverly Advisors's Unilever position peaked at $9.88M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.