BTWM
UL icon

Baker Tilly Wealth Management’s Unilever UL Stock Holding History

Baker Tilly 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
Q3 		$1.03M Buy
16,895
+440
+3% +$27.6K 0.2% 88
2026
Q2 		$989K Sell
16,455
-957
-5% -$55.3K 0.21% 89
2026
Q1 		$992K Buy
17,412
+318
+2% +$21.3K 0.24% 81
2025
Q4 		$1.12M Sell
17,094
-674
-4% -$45.3K 0.28% 67
2025
Q3 		$1.18M Buy
17,768
+1,526
+9% +$105K 0.27% 65
2025
Q2 		$1.12M Buy
16,242
+607
+4% +$42.6K 0.4% 52
2025
Q1 		$1.05M Buy
15,635
+5,452
+54% +$352K 0.41% 57
2024
Q4 		$650K Buy
10,183
+6,990
+219% +$472K 0.25% 93
2024
Q3 		$233K Sell
3,193
-5,059
-61% -$350K 0.1% 213
2024
Q2 		$510K Sell
8,252
-23,382
-74% -$1.38M 0.21% 117
2024
Q1 		$1.79M Buy
31,634
+5,426
+21% +$301K 0.32% 70
2023
Q4 		$1.43M Buy
26,208
+1,633
+7% +$88.1K 0.23% 98
2023
Q3 		$1.37M Buy
24,575
+1,969
+9% +$114K 0.23% 94
2023
Q2 		$1.33M Sell
22,606
-400
-2% -$23.8K 0.14% 160
2023
Q1 		$1.34M Buy
23,006
+6,975
+44% +$396K 0.15% 148
2022
Q4 		$908K Sell
16,031
-4,545
-22% -$243K 0.11% 203
2022
Q3 		$1.01M Buy
20,576
+23
+0.1% +$1.2K 0.14% 160
2022
Q2 		$1.06M Buy
20,553
+1,161
+6% +$59.1K 0.14% 157
2022
Q1 		$994K Sell
19,392
-635
-3% -$35.3K 0.11% 197
2021
Q4 		$1.21M Sell
20,027
-2,574
-11% -$153K 0.13% 164
2021
Q3 		$1.38M Buy
22,601
+5,747
+34% +$366K 0.18% 108
2021
Q2 		$1.11M Buy
16,854
+2,480
+17% +$165K 0.18% 129
2021
Q1 		$903K Buy
14,374
+3,194
+29% +$203K 0.18% 133
2020
Q4 		$759K Buy
+11,180
New +$759K 0.23% 105

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Baker Tilly Wealth Management's UL Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Unilever (UL) stake by 2.7% in Q3 2026, buying an estimated $27.6K and bringing the position to 16,895 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #88.

Baker Tilly Wealth Management first reported a position in UL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q1 2024. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Baker Tilly Wealth Management held 16,895 shares of Unilever worth $1.03M as of Q3 2026.
  • Baker Tilly Wealth Management bought 440 Unilever shares in Q3 2026, an estimated $27.6K.
  • Unilever made up 0.2% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Baker Tilly Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Unilever position peaked at $1.79M in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.