1900 Wealth Management’s Unilever UL Stock Holding History

1900 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 Q3	$536K	Buy	8,826 +63	+0.7%	+$3.96K	0.03%	194
2026 Q2	$527K	Buy	8,763 +744	+9%	+$43K	0.03%	174
2026 Q1	$457K	Sell	8,019 -42	-0.5%	-$2.81K	0.03%	175
2025 Q4	$527K	Buy	8,061 +1,961	+32%	+$132K	0.03%	156
2025 Q3	$407K	Buy	6,100 +59	+1%	+$4.07K	0.03%	174
2025 Q2	$416K	Buy	6,041 +108	+2%	+$7.58K	0.03%	162
2025 Q1	$397K	Buy	5,933 +46	+0.8%	+$2.97K	0.03%	164
2024 Q4	$376K	Buy	5,887 +47	+0.8%	+$3.17K	0.03%	166
2024 Q3	$427K	Buy	5,840 +43	+0.7%	+$2.97K	0.04%	161
2024 Q2	$359K	Buy	5,797 +47	+0.8%	+$2.78K	0.03%	178
2024 Q1	$325K	Buy	+5,750	New	+$319K	0.03%	193
2023 Q4	–	Sell	-4,071	Closed	-$226K	–	311
2023 Q3	$226K	Buy	+4,071	New	+$235K	0.02%	274

Other funds holding UL

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

1900 Wealth Management's UL Position: Q3 2026 in Review

1900 Wealth Management increased its Unilever (UL) stake by 0.72% in Q3 2026, buying an estimated $3.96K and bringing the position to 8,826 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #194.

1900 Wealth Management first reported a position in UL in Q3 2023 and has held it in 12 quarters since. 132 funds tracked by Wall St. Rank hold UL as of Q3 2026.

1900 Wealth Management held 8,826 shares of Unilever worth $536K as of Q3 2026.
1900 Wealth Management bought 63 Unilever shares in Q3 2026, an estimated $3.96K.
Unilever made up 0.03% of 1900 Wealth Management's portfolio in Q3 2026, its #194 holding.
1900 Wealth Management first reported a position in Unilever in Q3 2023 and has held it in 12 quarters since.
132 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.