1620 Investment Advisors’s Unilever UL Stock Holding History

1620 Investment 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 Q2	$14.1K	Hold	234	–	–	0.01%	450
2026 Q1	$13.3K	Sell	234 -250	-52%	-$16.8K	0.01%	435
2025 Q4	$31.7K	Hold	484	–	–	0.02%	345
2025 Q3	$32.3K	Buy	+484	New	+$33.4K	0.02%	339
2025 Q2	–	Sell	-484	Closed	-$32.5K	–	715
2025 Q1	$32.5K	Hold	484	–	–	0.02%	339
2024 Q4	$30.9K	Hold	484	–	–	0.02%	340
2024 Q3	$35.4K	Hold	484	–	–	0.03%	340
2024 Q2	$30K	Buy	+484	New	+$28.6K	0.02%	350

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

1620 Investment Advisors's UL Position: Q2 2026 in Review

1620 Investment Advisors held its Unilever (UL) position steady in Q2 2026 at 234 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #450.

1620 Investment Advisors first reported a position in UL in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.4K in Q3 2024. 314 funds tracked by Wall St. Rank hold UL as of Q2 2026.

1620 Investment Advisors held 234 shares of Unilever worth $14.1K as of Q2 2026.
1620 Investment Advisors left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #450 holding.
1620 Investment Advisors first reported a position in Unilever in Q2 2024 and has held it in 8 quarters since.
1620 Investment Advisors's Unilever position peaked at $35.4K in Q3 2024.
314 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.