Atlas Brown’s Unilever UL Stock Holding History

Atlas Brown’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	$299K	Sell	4,970 -19	-0.4%	-$1.1K	0.08%	196
2026 Q1	$284K	Sell	4,989 -20	-0.4%	-$1.34K	0.09%	188
2025 Q4	$328K	Sell	5,009 -3	-0.1%	-$202	0.1%	172
2025 Q3	$334K	Sell	5,012 -2	-0%	-$138	0.1%	173
2025 Q2	$345K	Buy	5,014 +2	+0%	+$140	0.11%	165
2025 Q1	$336K	Sell	5,012 -9	-0.2%	-$581	0.12%	163
2024 Q4	$320K	Buy	5,021 +1	+0%	+$68	0.11%	163
2024 Q3	$367K	Buy	5,020 +1	+0%	+$69	0.13%	149
2024 Q2	$310K	Buy	5,019 +7	+0.1%	+$414	0.11%	161
2024 Q1	$283K	Buy	5,012 +4	+0.1%	+$222	0.1%	165
2023 Q4	$273K	Buy	5,008 +23	+0.5%	+$1.24K	0.11%	159
2023 Q3	$277K	Buy	4,985 +42	+0.8%	+$2.43K	0.13%	146
2023 Q2	$290K	Hold	4,943	–	–	0.13%	145
2023 Q1	$289K	Buy	4,943 +37	+0.8%	+$2.1K	0.13%	140
2022 Q4	$278K	Buy	4,906 +1	+0%	+$54	0.14%	144
2022 Q3	$242K	Hold	4,905	–	–	0.12%	148
2022 Q2	$253K	Buy	4,905 +1	+0%	+$51	0.12%	150
2022 Q1	$251K	Sell	4,904 -9	-0.2%	-$501	0.1%	163
2021 Q4	$297K	Buy	4,913 +1	+0%	+$59	0.12%	149
2021 Q3	$300K	Sell	4,912 -267	-5%	-$17K	0.13%	143
2021 Q2	$341K	Sell	5,179 -52	-1%	-$3.46K	0.15%	141
2021 Q1	$329K	Sell	5,231 -177	-3%	-$11.3K	0.16%	137
2020 Q4	$367K	Buy	+5,408	New	+$367K	0.19%	123

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Atlas Brown's UL Position: Q2 2026 in Review

Atlas Brown reduced its Unilever (UL) stake by 0.38% in Q2 2026, selling an estimated $1.1K and leaving 4,970 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #196.

Atlas Brown first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $367K in Q4 2020. 215 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Atlas Brown held 4,970 shares of Unilever worth $299K as of Q2 2026.
Atlas Brown sold 19 Unilever shares in Q2 2026, an estimated $1.1K.
Unilever made up 0.08% of Atlas Brown's portfolio in Q2 2026, its #196 holding.
Atlas Brown first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
Atlas Brown's Unilever position peaked at $367K in Q4 2020.
215 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.