B.A. Schrock Wealth Management, Inc.’s Unilever UL Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$304K	Buy	+5,109	New	+$321K	0.11%	113

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

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 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

B.A. Schrock Wealth Management, Inc.'s UL Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Unilever (UL) in Q3 2026: 5,109 shares worth $304K. The stake represents 0.11% of the portfolio and ranks #113 among its holdings.

153 funds tracked by Wall St. Rank hold UL as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 5,109 shares of Unilever worth $304K as of Q3 2026.
Unilever was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Unilever made up 0.11% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #113 holding.
153 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.