Atwood & Palmer’s Unilever UL Stock Holding History

Atwood & Palmer’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	$2.23K	Hold	37	–	–	﹤0.01%	433
2026 Q1	$2.11K	Hold	37	–	–	﹤0.01%	442
2025 Q4	$2.42K	Hold	37	–	–	﹤0.01%	438
2025 Q3	$2.49K	Hold	37	–	–	﹤0.01%	440
2025 Q2	$2.57K	Hold	37	–	–	﹤0.01%	461
2025 Q1	$2.5K	Sell	37 -159	-81%	-$10.3K	﹤0.01%	388
2024 Q4	$12.5K	Hold	196	–	–	﹤0.01%	324
2024 Q3	$14.4K	Buy	196 +159	+430%	+$11K	﹤0.01%	312
2024 Q2	$2.31K	Hold	37	–	–	﹤0.01%	395
2024 Q1	$2.11K	Hold	37	–	–	﹤0.01%	368
2023 Q4	$2.04K	Hold	37	–	–	﹤0.01%	367
2023 Q3	$2.08K	Hold	37	–	–	﹤0.01%	368
2023 Q2	$2.19K	Buy	+37	New	+$2.2K	﹤0.01%	368
2021 Q1	–	Sell	-222	Closed	-$15K	–	454
2020 Q4	$15K	Buy	+222	New	+$15.1K	﹤0.01%	297

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

Munich Reinsurance Munich $4.57B AUM 28.39% 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

CGH

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

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

Atwood & Palmer's UL Position: Q2 2026 in Review

Atwood & Palmer held its Unilever (UL) position steady in Q2 2026 at 37 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Atwood & Palmer first reported a position in UL in Q4 2020 and has held it in 14 quarters since. The position peaked at $15K in Q4 2020. 351 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Atwood & Palmer held 37 shares of Unilever worth $2.23K as of Q2 2026.
Atwood & Palmer left its Unilever share count unchanged in Q2 2026.
Unilever made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #433 holding.
Atwood & Palmer first reported a position in Unilever in Q4 2020 and has held it in 14 quarters since.
Atwood & Palmer's Unilever position peaked at $15K in Q4 2020.
351 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.