AEPWM
UL icon

Atlantic Edge Private Wealth Management’s Unilever UL Stock Holding History

Atlantic Edge Private Wealth Management’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 		$155K Sell
2,585
-444
-15% -$25.7K 0.03% 158
2026
Q1 		$173K Sell
3,029
-129
-4% -$8.65K 0.04% 139
2025
Q4 		$207K Sell
3,158
-34
-1% -$2.29K 0.05% 132
2025
Q3 		$213K Buy
3,192
+1
+0% +$69 0.05% 128
2025
Q2 		$220K Buy
3,191
+1
+0% +$70 0.06% 128
2025
Q1 		$214K Buy
3,190
+1
+0% +$65 0.07% 121
2024
Q4 		$203K Buy
3,189
+1
+0% +$68 0.06% 126
2024
Q3 		$233K Buy
3,188
+445
+16% +$30.8K 0.07% 122
2024
Q2 		$170K Buy
2,743
+587
+27% +$34.7K 0.06% 133
2024
Q1 		$122K Hold
2,156
– – 0.04% 149
2023
Q4 		$118K Buy
+2,156
New +$116K 0.05% 146

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
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
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
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Unilever (UL) stake by 15% in Q2 2026, selling an estimated $25.7K and leaving 2,585 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #158.

Atlantic Edge Private Wealth Management first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $233K in Q3 2024. 438 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 2,585 shares of Unilever worth $155K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 444 Unilever shares in Q2 2026, an estimated $25.7K.
  • Unilever made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Unilever position peaked at $233K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.