BIP Wealth’s Unilever UL Stock Holding History

BIP Wealth’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	$404K	Sell	6,649 -976	-13%	-$61.3K	0.01%	423
2026 Q2	$458K	Buy	7,625 +56	+0.7%	+$3.24K	0.01%	385
2026 Q1	$431K	Sell	7,569 -176	-2%	-$11.8K	0.02%	313
2025 Q4	$507K	Sell	7,745 -4,068	-34%	-$273K	0.02%	301
2025 Q3	$788K	Buy	11,813 +394	+3%	+$27.2K	0.04%	142
2025 Q2	$786K	Sell	11,419 -834	-7%	-$58.5K	0.05%	120
2025 Q1	$821K	Buy	12,253 +5	+0%	+$323	0.05%	114
2024 Q4	$781K	Sell	12,248 -78	-0.6%	-$5.27K	0.05%	119
2024 Q3	$901K	Buy	+12,326	New	+$852K	0.06%	98

Other funds holding UL

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

BIP Wealth's UL Position: Q3 2026 in Review

BIP Wealth reduced its Unilever (UL) stake by 13% in Q3 2026, selling an estimated $61.3K and leaving 6,649 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #423.

BIP Wealth first reported a position in UL in Q3 2024 and has held it in 9 quarters since. The position peaked at $901K in Q3 2024. 294 funds tracked by Wall St. Rank hold UL as of Q3 2026.

BIP Wealth held 6,649 shares of Unilever worth $404K as of Q3 2026.
BIP Wealth sold 976 Unilever shares in Q3 2026, an estimated $61.3K.
Unilever made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #423 holding.
BIP Wealth first reported a position in Unilever in Q3 2024 and has held it in 9 quarters since.
BIP Wealth's Unilever position peaked at $901K in Q3 2024.
294 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.