Welch Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $340K | Sell |
5,966
-872
| -13% | -$58.4K | 0.01% | 226 |
|
|
2025
Q4 | $447K | Sell |
6,838
-1,924
| -22% | -$129K | 0.02% | 187 |
|
|
2025
Q3 | $584K | Sell |
8,762
-414
| -5% | -$28.6K | 0.02% | 149 |
|
|
2025
Q2 | $631K | Sell |
9,176
-377
| -4% | -$26.5K | 0.03% | 133 |
|
|
2025
Q1 | $636K | Sell |
9,553
-758,270
| -99% | -$48.9M | 0.03% | 125 |
|
|
2024
Q4 | $49M | Buy |
767,823
+4,750
| +0.6% | +$321K | 2.21% | 23 |
|
|
2024
Q3 | $55.8M | Sell |
763,073
-6,043
| -0.8% | -$418K | 2.42% | 21 |
|
|
2024
Q2 | $47.6M | Buy |
769,116
+6,648
| +0.9% | +$393K | 2.29% | 24 |
|
|
2024
Q1 | $43.1M | Buy |
762,468
+29,609
| +4% | +$1.64M | 2.14% | 29 |
|
|
2023
Q4 | $40M | Buy |
732,859
+16,017
| +2% | +$864K | 2.15% | 26 |
|
|
2023
Q3 | $39.8M | Buy |
716,842
+1,659
| +0.2% | +$95.9K | 2.36% | 22 |
|
|
2023
Q2 | $41.9M | Sell |
715,183
-1,079
| -0.2% | -$64.1K | 2.4% | 24 |
|
|
2023
Q1 | $41.8M | Buy |
716,262
+9,174
| +1% | +$521K | 2.43% | 27 |
|
|
2022
Q4 | $40.1M | Buy |
707,088
+16,774
| +2% | +$898K | 2.29% | 26 |
|
|
2022
Q3 | $34M | Buy |
690,314
+26,523
| +4% | +$1.39M | 2.22% | 25 |
|
|
2022
Q2 | $34.2M | Buy |
663,791
+65,614
| +11% | +$3.34M | 2.09% | 28 |
|
|
2022
Q1 | $30.7M | Buy |
598,177
+73,605
| +14% | +$4.1M | 1.75% | 31 |
|
|
2021
Q4 | $31.7M | Buy |
524,572
+8,173
| +2% | +$485K | 1.86% | 30 |
|
|
2021
Q3 | $31.5M | Buy |
516,399
+14,990
| +3% | +$955K | 2.13% | 30 |
|
|
2021
Q2 | $33M | Buy |
501,409
+18,900
| +4% | +$1.26M | 2.25% | 30 |
|
|
2021
Q1 | $30.3M | Buy |
482,509
+16,776
| +4% | +$1.07M | 2.18% | 30 |
|
|
2020
Q4 | $31.6M | Buy |
465,733
+45,029
| +11% | +$3.06M | 2.54% | 24 |
|
|
2020
Q3 | $29.2M | Buy |
420,704
+8,920
| +2% | +$595K | 2.55% | 24 |
|
|
2020
Q2 | $25.4M | Buy |
411,784
+8,912
| +2% | +$533K | 2.38% | 26 |
|
|
2020
Q1 | $22.9M | Buy |
402,872
+35,498
| +10% | +$2.23M | 2.45% | 25 |
|
|
2019
Q4 | $23.6M | Buy |
367,374
+5,962
| +2% | +$396K | 2.32% | 28 |
|
|
2019
Q3 | $24.4M | Buy |
361,412
+836
| +0.2% | +$57.9K | 2.51% | 28 |
|
|
2019
Q2 | $25.1M | Sell |
360,576
-596
| -0.2% | -$40.5K | 2.68% | 26 |
|
|
2019
Q1 | $23.5M | Buy |
361,172
+11,794
| +3% | +$718K | 2.58% | 29 |
|
|
2018
Q4 | $20.5M | Sell |
349,378
-23
| -0% | -$1.39K | 2.52% | 25 |
|
|
2018
Q3 | $21.6K | Buy |
349,401
+16,374
| +5% | +$1.03M | 2.25% | 29 |
|
|
2018
Q2 | $20.7M | Buy |
333,027
+3,447
| +1% | +$214K | 2.58% | 28 |
|
|
2018
Q1 | $20.6M | Buy |
329,580
+82,793
| +34% | +$5.04M | 2.61% | 28 |
|
|
2017
Q4 | $15.4M | Sell |
246,787
-754
| -0.3% | -$47.8K | 2.38% | 28 |
|
|
2017
Q3 | $16.1M | Sell |
247,541
-8,478
| -3% | -$545K | 2.7% | 26 |
|
|
2017
Q2 | $15.6M | Buy |
256,019
+13,549
| +6% | +$808K | 2.6% | 26 |
|
|
2017
Q1 | $13.5M | Buy |
242,470
+17,596
| +8% | +$890K | 2.53% | 29 |
|
|
2016
Q4 | $10.3M | Buy |
224,874
+5,880
| +3% | +$274K | 2.01% | 29 |
|
|
2016
Q3 | $11.7M | Buy |
218,994
+435
| +0.2% | +$23K | 2.32% | 29 |
|
|
2016
Q2 | $11.8M | Sell |
218,559
-66,196
| -23% | -$3.4M | 2.4% | 28 |
|
|
2016
Q1 | $14.5M | Buy |
284,755
+4,737
| +2% | +$230K | 2.42% | 27 |
|
|
2015
Q4 | $13.6M | Buy |
280,018
+5,342
| +2% | +$261K | 2.44% | 27 |
|
|
2015
Q3 | $12.6M | Buy |
274,676
+11,609
| +4% | +$555K | 2.44% | 25 |
|
|
2015
Q2 | $12.7M | Buy |
263,067
+8,661
| +3% | +$428K | 2.41% | 29 |
|
|
2015
Q1 | $11.9K | Buy |
254,406
+12,795
| +5% | +$613K | 2.19% | 30 |
|
|
2014
Q4 | $11M | Buy |
241,611
+17,610
| +8% | +$808K | 2.12% | 29 |
|
|
2014
Q3 | $10.6M | Buy |
224,001
+6,788
| +3% | +$335K | 2.18% | 29 |
|
|
2014
Q2 | $11.1M | Buy |
217,213
+7,697
| +4% | +$386K | 2.29% | 29 |
|
|
2014
Q1 | $10.1M | Buy |
209,516
+20,496
| +11% | +$925K | 2.28% | 29 |
|
|
2013
Q4 | $8.76M | Buy |
189,020
+3,817
| +2% | +$171K | 1.99% | 31 |
|
|
2013
Q3 | $8.04M | Buy |
185,203
+10,345
| +6% | +$469K | 1.98% | 31 |
|
|
2013
Q2 | $7.96M | Buy |
+174,858
| New | +$8.31M | 2.07% | 31 |
|
Other funds holding UL
Welch Group's UL Position: Q1 2026 in Review
Welch Group reduced its Unilever (UL) stake by 13% in Q1 2026, selling an estimated $58.4K and leaving 5,966 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #226.
Welch Group first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.8M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Welch Group held 5,966 shares of Unilever worth $340K as of Q1 2026.
- Welch Group sold 872 Unilever shares in Q1 2026, an estimated $58.4K.
- Unilever made up 0.01% of Welch Group's portfolio in Q1 2026, its #226 holding.
- Welch Group first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
- Welch Group's Unilever position peaked at $55.8M in Q3 2024.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.