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Carolina Wealth Advisors’s Unilever UL Stock Holding History

Carolina Wealth Advisors’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 		$2.26M Sell
37,516
-663
-2% -$38.3K 0.88% 39
2026
Q1 		$2.18M Buy
38,179
+37,353
+4,522% +$2.5M 0.91% 40
2025
Q4 		$54K Sell
826
-6
-0.7% -$403 0.02% 116
2025
Q3 		$55.5K Buy
+832
New +$57.4K 0.02% 109
2021
Q3 		– Sell
-61
Closed -$4K – 307
2021
Q2 		$4K Sell
61
-119
-66% -$7.91K ﹤0.01% 243
2021
Q1 		$11K Buy
180
+119
+195% +$7.58K 0.01% 200
2020
Q4 		$4K Sell
61
-88
-59% -$5.97K ﹤0.01% 191
2020
Q3 		$10K Buy
+149
New +$9.94K 0.01% 135

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
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
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Carolina Wealth Advisors's UL Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Unilever (UL) stake by 1.7% in Q2 2026, selling an estimated $38.3K and leaving 37,516 shares worth $2.26M. The position accounts for 0.88% of the portfolio, ranked #39.

Carolina Wealth Advisors first reported a position in UL in Q3 2020 and has held it in 8 quarters since. 277 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Carolina Wealth Advisors held 37,516 shares of Unilever worth $2.26M as of Q2 2026.
  • Carolina Wealth Advisors sold 663 Unilever shares in Q2 2026, an estimated $38.3K.
  • Unilever made up 0.88% of Carolina Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Carolina Wealth Advisors first reported a position in Unilever in Q3 2020 and has held it in 8 quarters since.
  • 277 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.