AG
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
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 		$6.55M Buy
+127,143
New +$6.48M 1.53% 21

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
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Advocate Group's UL Position: Q2 2026 in Review

Advocate Group increased its Unilever (UL) stake by 16% in Q2 2026, buying an estimated $1.03M and bringing the position to 125,795 shares worth $7.56M. The position accounts for 1.14% of the portfolio, ranked #40.

Advocate Group first reported a position in UL in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.46M in Q1 2023. 511 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Advocate Group held 125,795 shares of Unilever worth $7.56M as of Q2 2026.
  • Advocate Group bought 17,793 Unilever shares in Q2 2026, an estimated $1.03M.
  • Unilever made up 1.14% of Advocate Group's portfolio in Q2 2026, its #40 holding.
  • Advocate Group first reported a position in Unilever in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Unilever position peaked at $9.46M in Q1 2023.
  • 511 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.