Apricus Wealth
UL icon

Apricus Wealth’s Unilever UL Stock Holding History

Apricus Wealth’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 		$3.38M Sell
55,727
-238
-0.4% -$15K 1.52% 30
2026
Q2 		$3.36M Buy
55,965
+3,764
+7% +$218K 1.61% 30
2026
Q1 		$2.97M Sell
52,201
-97
-0.2% -$6.5K 1.45% 35
2025
Q4 		$3.42M Buy
52,298
+2,318
+5% +$156K 1.75% 23
2025
Q3 		$3.33M Sell
49,980
-1,107
-2% -$76.4K 1.8% 17
2025
Q2 		$3.52M Sell
51,087
-1,123
-2% -$78.8K 2.04% 14
2025
Q1 		$3.5M Buy
52,210
+1,974
+4% +$127K 2.08% 12
2024
Q4 		$3.2M Sell
50,236
-1,056
-2% -$71.3K 2.08% 14
2024
Q3 		$3.75M Sell
51,292
-3,696
-7% -$255K 2.47% 9
2024
Q2 		$3.4M Sell
54,988
-2,658
-5% -$157K 2.43% 9
2024
Q1 		$3.25M Buy
57,646
+1,093
+2% +$60.6K 2.29% 11
2023
Q4 		$3.08M Buy
56,553
+289
+0.5% +$15.6K 2.35% 14
2023
Q3 		$3.03M Sell
56,264
-398
-0.7% -$23K 2.64% 11
2023
Q2 		$3.34M Sell
56,662
-1,030
-2% -$61.2K 2.94% 8
2023
Q1 		$3.37M Buy
57,692
+2,104
+4% +$120K 3.07% 5
2022
Q4 		$3.15M Sell
55,588
-865
-2% -$46.3K 2.87% 6
2022
Q3 		$2.78M Buy
56,453
+12,399
+28% +$648K 2.76% 11
2022
Q2 		$2.27M Buy
44,054
+10,346
+31% +$527K 2.08% 22
2022
Q1 		$1.72M Buy
33,708
+5,760
+21% +$321K 1.4% 35
2021
Q4 		$1.69M Buy
+27,948
New +$1.66M 1.51% 28

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
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Apricus Wealth's UL Position: Q3 2026 in Review

Apricus Wealth reduced its Unilever (UL) stake by 0.43% in Q3 2026, selling an estimated $15K and leaving 55,727 shares worth $3.38M. The position accounts for 1.52% of the portfolio, ranked #30.

Apricus Wealth first reported a position in UL in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.75M in Q3 2024. 487 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Apricus Wealth held 55,727 shares of Unilever worth $3.38M as of Q3 2026.
  • Apricus Wealth sold 238 Unilever shares in Q3 2026, an estimated $15K.
  • Unilever made up 1.52% of Apricus Wealth's portfolio in Q3 2026, its #30 holding.
  • Apricus Wealth first reported a position in Unilever in Q4 2021 and has held it in 20 quarters since.
  • Apricus Wealth's Unilever position peaked at $3.75M in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.