BIM
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Brentview Investment Management’s Unilever UL Stock Holding History

Brentview Investment 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 		$29.5K Hold
491
– – 0.01% 60
2026
Q1 		$28K Hold
491
– – 0.01% 61
2025
Q4 		$32.1K Sell
491
-1
-0.2% -$67 0.01% 60
2025
Q3 		$32.8K Hold
492
– – 0.01% 62
2025
Q2 		$33.8K Hold
492
– – 0.02% 60
2025
Q1 		$32.9K Buy
+492
New +$31.7K 0.02% 59

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HCM
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SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Brentview Investment Management's UL Position: Q2 2026 in Review

Brentview Investment Management held its Unilever (UL) position steady in Q2 2026 at 491 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #60.

Brentview Investment Management first reported a position in UL in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.8K in Q2 2025. 513 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Brentview Investment Management held 491 shares of Unilever worth $29.5K as of Q2 2026.
  • Brentview Investment Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Brentview Investment Management's portfolio in Q2 2026, its #60 holding.
  • Brentview Investment Management first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
  • Brentview Investment Management's Unilever position peaked at $33.8K in Q2 2025.
  • 513 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.