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WCG Wealth Advisors’s Unilever UL Stock Holding History

WCG 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 		$5.49M Buy
96,368
+2,898
+3% +$194K 0.15% 146
2025
Q4 		$6.11M Buy
93,470
+55,978
+149% +$3.76M 0.17% 128
2025
Q3 		$2.5M Sell
37,492
-2,661
-7% -$184K 0.16% 132
2025
Q2 		$2.76M Buy
40,153
+1,582
+4% +$111K 0.18% 123
2025
Q1 		$2.58M Sell
38,571
-1,506
-4% -$97.2K 0.2% 125
2024
Q4 		$2.56M Buy
40,077
+8,660
+28% +$585K 0.17% 127
2024
Q3 		$2.3M Sell
31,417
-144
-0.5% -$9.95K 0.16% 145
2024
Q2 		$1.95M Buy
31,561
+3,634
+13% +$215K 0.14% 137
2024
Q1 		$1.58M Sell
27,927
-10,874
-28% -$602K 0.13% 142
2023
Q4 		$2.12M Sell
38,801
-10,214
-21% -$551K 0.16% 128
2023
Q3 		$2.77M Buy
49,015
+2,691
+6% +$156K 0.2% 109
2023
Q2 		$2.72M Buy
46,324
+6,643
+17% +$394K 0.32% 65
2023
Q1 		$2.32M Buy
39,681
+3,786
+11% +$215K 0.3% 70
2022
Q4 		$2.03M Buy
35,895
+4,357
+14% +$233K 0.28% 72
2022
Q3 		$1.71M Sell
31,538
-1,447
-4% -$75.6K 0.23% 87
2022
Q2 		$1.7M Buy
+32,985
New +$1.68M 0.24% 79

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

WCG Wealth Advisors's UL Position: Q1 2026 in Review

WCG Wealth Advisors increased its Unilever (UL) stake by 3.1% in Q1 2026, buying an estimated $194K and bringing the position to 96,368 shares worth $5.49M. The position accounts for 0.15% of the portfolio, ranked #146.

WCG Wealth Advisors first reported a position in UL in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.11M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • WCG Wealth Advisors held 96,368 shares of Unilever worth $5.49M as of Q1 2026.
  • WCG Wealth Advisors bought 2,898 Unilever shares in Q1 2026, an estimated $194K.
  • Unilever made up 0.15% of WCG Wealth Advisors's portfolio in Q1 2026, its #146 holding.
  • WCG Wealth Advisors first reported a position in Unilever in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Unilever position peaked at $6.11M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.