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Wealth Preservation Advisors’s Unilever UL Stock Holding History

Wealth Preservation 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 		– Sell
-177
Closed -$11.6K – 1190
2025
Q4 		$11.6K Buy
177
+18
+11% +$1.21K 0.01% 292
2025
Q3 		$10.6K Buy
159
+3
+2% +$207 0.01% 289
2025
Q2 		$10.8K Buy
+156
New +$10.9K 0.01% 287

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

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

Wealth Preservation Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 177 shares — an estimated $11.6K sold.

Wealth Preservation Advisors first reported a position in UL in Q2 2025 and held it in 3 quarters. The position peaked at $11.6K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 177 Unilever shares in Q1 2026, an estimated $11.6K.
  • Wealth Preservation Advisors first reported a position in Unilever in Q2 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Unilever position peaked at $11.6K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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