Advocate Group
UL icon

Advocate Group’s Unilever UL Stock Holding History

Advocate Group’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 		$7.91M Buy
130,198
+4,403
+4% +$277K 1.22% 33
2026
Q2 		$7.56M Buy
125,795
+17,793
+16% +$1.03M 1.14% 40
2026
Q1 		$6.15M Buy
108,002
+1,826
+2% +$122K 0.96% 45
2025
Q4 		$6.94M Buy
106,176
+2,803
+3% +$188K 1.12% 38
2025
Q3 		$6.89M Sell
103,373
-1,287
-1% -$88.8K 1.13% 38
2025
Q2 		$7.2M Sell
104,660
-4,779
-4% -$335K 1.29% 34
2025
Q1 		$7.33M Sell
109,439
-6,997
-6% -$451K 1.34% 32
2024
Q4 		$7.43M Sell
116,436
-9,875
-8% -$667K 1.4% 32
2024
Q3 		$9.23M Buy
126,311
+483
+0.4% +$33.4K 1.67% 16
2024
Q2 		$7.78M Sell
125,828
-217
-0.2% -$12.8K 1.57% 23
2024
Q1 		$7.12M Sell
126,045
-6,454
-5% -$358K 1.42% 28
2023
Q4 		$7.23M Sell
132,499
-11,017
-8% -$594K 1.55% 20
2023
Q3 		$7.98M Sell
143,516
-16,916
-11% -$978K 1.85% 11
2023
Q2 		$9.41M Sell
160,432
-1,476
-0.9% -$87.7K 2.07% 11
2023
Q1 		$9.46M Buy
161,908
+767
+0.5% +$43.6K 2.07% 7
2022
Q4 		$9.13M Buy
161,141
+14,358
+10% +$768K 1.97% 13
2022
Q3 		$7.24M Buy
146,783
+19,640
+15% +$1.03M 1.79% 18
2022
Q2 		$6.56M Buy
+127,143
New +$6.48M 1.53% 21

Other funds holding UL

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Advocate Group's UL Position: Q3 2026 in Review

Advocate Group increased its Unilever (UL) stake by 3.5% in Q3 2026, buying an estimated $277K and bringing the position to 130,198 shares worth $7.91M. The position accounts for 1.22% of the portfolio, ranked #33.

Advocate Group first reported a position in UL in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.46M in Q1 2023. 498 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Advocate Group held 130,198 shares of Unilever worth $7.91M as of Q3 2026.
  • Advocate Group bought 4,403 Unilever shares in Q3 2026, an estimated $277K.
  • Unilever made up 1.22% of Advocate Group's portfolio in Q3 2026, its #33 holding.
  • Advocate Group first reported a position in Unilever in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Unilever position peaked at $9.46M in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.