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Cary Street Partners Investment Advisory’s Unilever UL Stock Holding History

Cary Street Partners Investment Advisory’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 		$116K Buy
1,934
+120
+7% +$6.94K 0.02% 478
2026
Q1 		$103K Sell
1,814
-291
-14% -$19.5K 0.03% 448
2025
Q4 		$138K Buy
2,105
+35
+2% +$2.35K 0.04% 381
2025
Q3 		$138K Buy
2,070
+490
+31% +$33.8K 0.06% 325
2025
Q2 		$109K Buy
1,580
+170
+12% +$11.9K 0.05% 318
2025
Q1 		$94.5K Buy
1,410
+1,038
+279% +$67K 0.05% 301
2024
Q4 		$23.8K Sell
372
-150,984
-100% -$10.2M 0.02% 398
2024
Q3 		$11.1M Sell
151,356
-2,986
-2% -$206K 0.41% 61
2024
Q2 		$9.55M Buy
154,342
+1,969
+1% +$116K 0.39% 64
2024
Q1 		$8.6M Sell
152,373
-3,082
-2% -$171K 0.36% 75
2023
Q4 		$8.48M Sell
155,455
-2,425
-2% -$131K 0.4% 65
2023
Q3 		$8.77M Buy
157,880
+57,236
+57% +$3.31M 0.47% 51
2023
Q2 		$5.9M Sell
100,644
-705
-0.7% -$41.9K 0.38% 69
2023
Q1 		$5.92M Sell
101,349
-365
-0.4% -$20.7K 0.43% 64
2022
Q4 		$5.76M Sell
101,714
-994
-1% -$53.2K 0.42% 67
2022
Q3 		$5.07M Buy
102,708
+13,485
+15% +$705K 0.42% 68
2022
Q2 		$4.6M Buy
89,223
+83,816
+1,550% +$4.27M 0.39% 72
2022
Q1 		$277K Buy
5,407
+28
+0.5% +$1.56K 0.08% 221
2021
Q4 		$325K Buy
5,379
+947
+21% +$56.3K 0.09% 198
2021
Q3 		$270K Buy
4,432
+520
+13% +$33.1K 0.09% 200
2021
Q2 		$257K Buy
3,912
+3,003
+330% +$200K 0.08% 202
2021
Q1 		$57K Sell
909
-8,579
-90% -$546K 0.02% 262
2020
Q4 		$644K Sell
9,488
-48,473
-84% -$3.29M 0.12% 155
2020
Q3 		$4.02M Buy
+57,961
New +$3.87M 0.85% 31

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's UL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Unilever (UL) stake by 6.6% in Q2 2026, buying an estimated $6.94K and bringing the position to 1,934 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #478.

Cary Street Partners Investment Advisory first reported a position in UL in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.1M in Q3 2024. 884 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,934 shares of Unilever worth $116K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 120 Unilever shares in Q2 2026, an estimated $6.94K.
  • Unilever made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #478 holding.
  • Cary Street Partners Investment Advisory first reported a position in Unilever in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Unilever position peaked at $11.1M in Q3 2024.
  • 884 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.