Cardinal Point Capital Management’s Unilever UL Stock Holding History

Cardinal Point Capital 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	$274K	Buy	+4,552	New	+$263K	0.02%	250

Other funds holding UL

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Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

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

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

Cardinal Point Capital Management's UL Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in Unilever (UL) in Q2 2026: 4,552 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings.

255 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Cardinal Point Capital Management held 4,552 shares of Unilever worth $274K as of Q2 2026.
Unilever was a new Cardinal Point Capital Management position in Q2 2026.
Unilever made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #250 holding.
255 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.