Capital Advantage’s Unilever UL Stock Holding History

Capital Advantage’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	$234K	Buy	3,847 +5	+0.1%	+$314	0.03%	152
2026 Q2	$231K	Buy	3,842 +11	+0.3%	+$636	0.03%	145
2026 Q1	$218K	Hold	3,831	–	–	0.03%	141
2025 Q4	$251K	Buy	3,831 +5	+0.1%	+$336	0.03%	135
2025 Q3	$255K	Buy	3,826 +11	+0.3%	+$759	0.04%	127
2025 Q2	$263K	Buy	3,815 +21	+0.6%	+$1.47K	0.04%	120
2025 Q1	$242K	Hold	3,794	–	–	0.04%	125
2024 Q4	$242K	Buy	+3,794	New	+$256K	0.04%	125
2021 Q2	–	Sell	-6,104	Closed	-$383K	–	100
2021 Q1	$383K	Buy	6,104 +929	+18%	+$59.2K	0.1%	76
2020 Q4	$353K	Buy	5,175 +1,870	+57%	+$127K	0.11%	78
2020 Q3	$231K	Buy	+3,305	New	+$221K	0.08%	82

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

Capital Advantage's UL Position: Q3 2026 in Review

Capital Advantage increased its Unilever (UL) stake by 0.13% in Q3 2026, buying an estimated $314 and bringing the position to 3,847 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #152.

Capital Advantage first reported a position in UL in Q3 2020 and has held it in 11 quarters since. The position peaked at $383K in Q1 2021. 361 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Capital Advantage held 3,847 shares of Unilever worth $234K as of Q3 2026.
Capital Advantage bought 5 Unilever shares in Q3 2026, an estimated $314.
Unilever made up 0.03% of Capital Advantage's portfolio in Q3 2026, its #152 holding.
Capital Advantage first reported a position in Unilever in Q3 2020 and has held it in 11 quarters since.
Capital Advantage's Unilever position peaked at $383K in Q1 2021.
361 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.