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Ares Financial Consulting’s Unilever UL Stock Holding History

Ares Financial Consulting’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 		$21.5K Sell
357
-171
-32% -$9.89K 0.02% 402
2026
Q1 		$29.6K Buy
528
+508
+2,540% +$34K 0.02% 310
2025
Q4 		$1.31K Buy
+20
New +$1.34K ﹤0.01% 728

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HCM
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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
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ares Financial Consulting's UL Position: Q2 2026 in Review

Ares Financial Consulting reduced its Unilever (UL) stake by 32% in Q2 2026, selling an estimated $9.89K and leaving 357 shares worth $21.5K. The position accounts for 0.02% of the portfolio, ranked #402.

Ares Financial Consulting first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.6K in Q1 2026. 684 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Ares Financial Consulting held 357 shares of Unilever worth $21.5K as of Q2 2026.
  • Ares Financial Consulting sold 171 Unilever shares in Q2 2026, an estimated $9.89K.
  • Unilever made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #402 holding.
  • Ares Financial Consulting first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Unilever position peaked at $29.6K in Q1 2026.
  • 684 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.