Xponance’s Unilever UL Stock Holding History

Xponance’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	$250K	Buy	4,396 +1,060	+32%	+$71K	﹤0.01%	1365
2025 Q4	$218K	Buy	+3,336	New	+$224K	﹤0.01%	1348

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

Xponance's UL Position: Q1 2026 in Review

Xponance increased its Unilever (UL) stake by 32% in Q1 2026, buying an estimated $71K and bringing the position to 4,396 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Xponance first reported a position in UL in Q4 2025 and has held it in 2 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Xponance held 4,396 shares of Unilever worth $250K as of Q1 2026.
Xponance bought 1,060 Unilever shares in Q1 2026, an estimated $71K.
Unilever made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #1365 holding.
Xponance first reported a position in Unilever in Q4 2025 and has held it in 2 quarters since.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.