West Financial Advisors’s Unilever UL Stock Holding History

West Financial 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	-19	Closed	-$1.24K	–	238
2025 Q4	$1.24K	Buy	+19	New	+$1.28K	﹤0.01%	213

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

West Financial Advisors's UL Position: Q1 2026 in Review

West Financial Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 19 shares — an estimated $1.24K sold.

West Financial Advisors first reported a position in UL in Q4 2025 and held it in 1 quarter. The position peaked at $1.24K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold UL as of Q1 2026.

West Financial Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 19 Unilever shares in Q1 2026, an estimated $1.24K.
West Financial Advisors first reported a position in Unilever in Q4 2025 and held it in 1 quarter.
West Financial Advisors's Unilever position peaked at $1.24K in Q4 2025.
1,174 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.