CFS
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CGC Financial Services’s Unilever UL Stock Holding History

CGC Financial Services’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 		$9.56K Hold
159
– – ﹤0.01% 227
2026
Q1 		$9.06K Hold
159
– – ﹤0.01% 219
2025
Q4 		$10.4K Hold
159
– – ﹤0.01% 230
2025
Q3 		$10.6K Hold
159
– – ﹤0.01% 224
2025
Q2 		$10.9K Hold
159
– – ﹤0.01% 203
2025
Q1 		$10.7K Hold
159
– – ﹤0.01% 192
2024
Q4 		$10.1K Buy
+159
New +$10.7K ﹤0.01% 197

Other funds holding UL

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Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CGC Financial Services's UL Position: Q2 2026 in Review

CGC Financial Services held its Unilever (UL) position steady in Q2 2026 at 159 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

CGC Financial Services first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • CGC Financial Services held 159 shares of Unilever worth $9.56K as of Q2 2026.
  • CGC Financial Services left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #227 holding.
  • CGC Financial Services first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • CGC Financial Services's Unilever position peaked at $10.9K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.