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Whetstone Capital Advisors’s Unilever UL Stock Holding History

Whetstone Capital 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 		$222K Buy
3,893
+385
+11% +$25.8K 0.08% 55
2025
Q4 		$229K Buy
3,508
+156
+5% +$10.5K 0.07% 33
2025
Q3 		$224K Buy
+3,352
New +$231K 0.06% 48

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GQG Partners
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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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whetstone Capital Advisors's UL Position: Q1 2026 in Review

Whetstone Capital Advisors increased its Unilever (UL) stake by 11% in Q1 2026, buying an estimated $25.8K and bringing the position to 3,893 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #55.

Whetstone Capital Advisors first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Whetstone Capital Advisors held 3,893 shares of Unilever worth $222K as of Q1 2026.
  • Whetstone Capital Advisors bought 385 Unilever shares in Q1 2026, an estimated $25.8K.
  • Unilever made up 0.08% of Whetstone Capital Advisors's portfolio in Q1 2026, its #55 holding.
  • Whetstone Capital Advisors first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • Whetstone Capital Advisors's Unilever position peaked at $229K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Whetstone Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.