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Cassaday & Co Wealth Management’s Unilever UL Stock Holding History

Cassaday & Co Wealth 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 		$22.3K Sell
371
-8
-2% -$462 ﹤0.01% 753
2026
Q1 		$21.6K Buy
+379
New +$25.4K ﹤0.01% 775

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State Farm Mutual Automobile Insurance
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Bank of America
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Cassaday & Co Wealth Management's UL Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Unilever (UL) stake by 2.1% in Q2 2026, selling an estimated $462 and leaving 371 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Cassaday & Co Wealth Management first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cassaday & Co Wealth Management held 371 shares of Unilever worth $22.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 8 Unilever shares in Q2 2026, an estimated $462.
  • Unilever made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #753 holding.
  • Cassaday & Co Wealth Management first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.