Western Wealth Management’s Unilever UL Stock Holding History

Western Wealth Management’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	-3,238	Closed	-$212K	–	991
2025 Q4	$212K	Buy	3,238 +39	+1%	+$2.62K	0.01%	788
2025 Q3	$213K	Buy	3,199 +18	+0.6%	+$1.24K	0.01%	715
2025 Q2	$219K	Buy	+3,181	New	+$223K	0.01%	663
2024 Q4	–	Sell	-2,748	Closed	-$201K	–	758
2024 Q3	$201K	Buy	+2,748	New	+$190K	0.01%	716
2022 Q4	–	Sell	-5,320	Closed	-$262K	–	787
2022 Q3	$262K	Sell	5,320 -65	-1%	-$3.4K	0.02%	668
2022 Q2	$282K	Sell	5,385 -154	-3%	-$7.84K	0.02%	636
2022 Q1	$284K	Buy	5,539 +1,009	+22%	+$56.2K	0.01%	691
2021 Q4	$271K	Buy	+4,530	New	+$269K	0.03%	504
2021 Q2	$218K	Buy	+3,307	New	+$220K	0.02%	585

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Western Wealth Management's UL Position: Q1 2026 in Review

Western Wealth Management sold out of Unilever (UL) in Q1 2026, closing a stake of 3,238 shares — an estimated $212K sold.

Western Wealth Management first reported a position in UL in Q2 2021 and held it in 9 quarters. The position peaked at $284K in Q1 2022. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Western Wealth Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
Western Wealth Management sold 3,238 Unilever shares in Q1 2026, an estimated $212K.
Western Wealth Management first reported a position in Unilever in Q2 2021 and held it in 9 quarters.
Western Wealth Management's Unilever position peaked at $284K in Q1 2022.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.