AWM
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Atticus Wealth Management’s Unilever UL Stock Holding History

Atticus 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 		$249K Sell
4,136
-651
-14% -$37.6K 0.06% 168
2026
Q1 		$273K Hold
4,787
– – 0.07% 149
2025
Q4 		$313K Buy
4,787
+15
+0.3% +$1.01K 0.08% 150
2025
Q3 		$318K Buy
4,772
+1,584
+50% +$109K 0.08% 156
2025
Q2 		$219K Buy
3,188
+2,549
+399% +$179K 0.06% 157
2025
Q1 		$42.8K Hold
639
– – 0.01% 243
2024
Q4 		$40.8K Hold
639
– – 0.01% 258
2024
Q3 		$46.7K Hold
639
– – 0.02% 249
2024
Q2 		$39.5K Hold
639
– – 0.01% 258
2024
Q1 		$36.1K Hold
639
– – 0.01% 274
2023
Q4 		$34.9K Hold
639
– – 0.01% 277
2023
Q3 		$35.5K Hold
639
– – 0.01% 284
2023
Q2 		$37.5K Hold
639
– – 0.01% 285
2023
Q1 		$37.3K Hold
639
– – 0.01% 274
2022
Q4 		$36.2K Sell
639
-30
-4% -$1.61K 0.01% 283
2022
Q3 		$35K Hold
669
– – 0.02% 268
2022
Q2 		$35K Buy
669
+225
+51% +$11.5K 0.01% 291
2022
Q1 		$23K Buy
444
+31
+8% +$1.73K 0.01% 319
2021
Q4 		$25K Hold
413
– – 0.01% 293
2021
Q3 		$25K Hold
413
– – 0.01% 297
2021
Q2 		$27K Hold
413
– – 0.01% 271
2021
Q1 		$26K Hold
413
– – 0.01% 260
2020
Q4 		$28K Buy
+413
New +$28K 0.01% 246
2020
Q1 		– Sell
-11
Closed -$1K – 427
2019
Q4 		$1K Buy
+11
New +$731 ﹤0.01% 365

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
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
RT
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

Atticus Wealth Management's UL Position: Q2 2026 in Review

Atticus Wealth Management reduced its Unilever (UL) stake by 14% in Q2 2026, selling an estimated $37.6K and leaving 4,136 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #168.

Atticus Wealth Management first reported a position in UL in Q4 2019 and has held it in 24 quarters since. The position peaked at $318K in Q3 2025. 179 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Atticus Wealth Management held 4,136 shares of Unilever worth $249K as of Q2 2026.
  • Atticus Wealth Management sold 651 Unilever shares in Q2 2026, an estimated $37.6K.
  • Unilever made up 0.06% of Atticus Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Atticus Wealth Management first reported a position in Unilever in Q4 2019 and has held it in 24 quarters since.
  • Atticus Wealth Management's Unilever position peaked at $318K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.