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Westfuller Advisors’s Unilever UL Stock Holding History

Westfuller 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
-2,187
Closed -$143K – 795
2025
Q4 		$143K Sell
2,187
-1
-0% -$67 0.06% 181
2025
Q3 		$146K Buy
+2,188
New +$151K 0.07% 180

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Morgan Stanley
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Bank of America
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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

Westfuller Advisors's UL Position: Q1 2026 in Review

Westfuller Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 2,187 shares — an estimated $143K sold.

Westfuller Advisors first reported a position in UL in Q3 2025 and held it in 2 quarters. The position peaked at $146K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Westfuller Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Westfuller Advisors sold 2,187 Unilever shares in Q1 2026, an estimated $143K.
  • Westfuller Advisors first reported a position in Unilever in Q3 2025 and held it in 2 quarters.
  • Westfuller Advisors's Unilever position peaked at $146K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.