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Wealthspire Advisors (New York)’s Unilever UL Stock Holding History

Wealthspire Advisors (New York)’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 		$612K Sell
10,742
-1,278
-11% -$85.7K ﹤0.01% 520
2025
Q4 		$786K Buy
12,020
+2,457
+26% +$165K 0.01% 483
2025
Q3 		$638K Sell
9,563
-1,133
-11% -$78.2K ﹤0.01% 484
2025
Q2 		$736K Buy
10,696
+80
+0.8% +$5.61K ﹤0.01% 446
2025
Q1 		$711K Sell
10,616
-2,381
-18% -$154K ﹤0.01% 449
2024
Q4 		$829K Buy
12,997
+570
+5% +$38.5K 0.01% 410
2024
Q3 		$908K Sell
12,427
-1,040
-8% -$71.9K 0.01% 390
2024
Q2 		$833K Buy
13,467
+297
+2% +$17.6K 0.01% 346
2024
Q1 		$744K Buy
13,170
+398
+3% +$22K 0.01% 357
2023
Q4 		$697K Sell
12,772
-632
-5% -$34.1K 0.01% 368
2023
Q3 		$745K Buy
13,404
+4,526
+51% +$262K 0.01% 329
2023
Q2 		$521K Sell
8,878
-123
-1% -$7.3K 0.01% 354
2023
Q1 		$526K Sell
9,001
-3,803
-30% -$216K 0.01% 346
2022
Q4 		$725K Buy
12,804
+3,529
+38% +$189K 0.01% 312
2022
Q3 		$457K Sell
9,275
-445
-5% -$23.3K 0.01% 349
2022
Q2 		$501K Buy
+9,720
New +$495K 0.01% 315
2022
Q1 		– Sell
-4,458
Closed -$270K – 547
2021
Q4 		$270K Sell
4,458
-3,287
-42% -$195K 0.01% 441
2021
Q3 		$472K Buy
+7,745
New +$494K 0.01% 369
2021
Q2 		– Sell
-6,195
Closed -$389K – 648
2021
Q1 		$389K Buy
6,195
+2,092
+51% +$133K 0.01% 468
2020
Q4 		$279K Buy
4,103
+463
+13% +$31.4K 0.01% 459
2020
Q3 		$253K Buy
+3,640
New +$243K 0.02% 259
2020
Q2 		– Sell
-6,612
Closed -$376K – 514
2020
Q1 		$376K Buy
+6,612
New +$415K 0.02% 342
2019
Q1 		– Sell
-556
Closed -$33K – 745
2018
Q4 		$33K Buy
+556
New +$33.5K ﹤0.01% 244

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 $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s UL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Unilever (UL) stake by 11% in Q1 2026, selling an estimated $85.7K and leaving 10,742 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Wealthspire Advisors (New York) first reported a position in UL in Q4 2018 and has held it in 23 quarters since. The position peaked at $908K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Wealthspire Advisors (New York) held 10,742 shares of Unilever worth $612K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,278 Unilever shares in Q1 2026, an estimated $85.7K.
  • Unilever made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #520 holding.
  • Wealthspire Advisors (New York) first reported a position in Unilever in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Unilever position peaked at $908K in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.