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Arlington Trust’s Unilever UL Stock Holding History

Arlington Trust’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 		$4.25K Hold
70
– – ﹤0.01% 659
2026
Q2 		$4.21K Hold
70
– – ﹤0.01% 582
2026
Q1 		$3.99K Buy
+70
New +$4.69K ﹤0.01% 559
2025
Q4 		– Sell
-2,600
Closed -$173K – 621
2025
Q3 		$173K Buy
2,600
+1,388
+115% +$95.8K 0.03% 193
2025
Q2 		$83.4K Hold
1,212
– – 0.02% 283
2025
Q1 		$81.2K Sell
1,212
-1,751
-59% -$113K 0.02% 297
2024
Q4 		$189K Hold
2,963
– – 0.04% 182
2024
Q3 		$217K Hold
2,963
– – 0.05% 157
2024
Q2 		$183K Buy
+2,963
New +$175K 0.04% 160
2024
Q1 		– Sell
-188
Closed -$10.2K – 871
2023
Q4 		$10.2K Sell
188
-51,248
-100% -$2.76M ﹤0.01% 403
2023
Q3 		$2.86M Buy
+51,436
New +$2.97M 1.17% 25

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

Arlington Trust's UL Position: Q3 2026 in Review

Arlington Trust held its Unilever (UL) position steady in Q3 2026 at 70 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Arlington Trust first reported a position in UL in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q3 2023. 531 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Arlington Trust held 70 shares of Unilever worth $4.25K as of Q3 2026.
  • Arlington Trust left its Unilever share count unchanged in Q3 2026.
  • Unilever made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #659 holding.
  • Arlington Trust first reported a position in Unilever in Q3 2023 and has held it in 11 quarters since.
  • Arlington Trust's Unilever position peaked at $2.86M in Q3 2023.
  • 531 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.