Chad R. Baker’s Unilever UL Stock Holding History

Chad R. Baker’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	$5.79M	Buy	96,377 +27,940	+41%	+$1.62M	0.94%	35
2026 Q1	$3.9M	Buy	68,437 +20,780	+44%	+$1.39M	0.74%	38
2025 Q4	$3.13M	Buy	47,657 +20,897	+78%	+$1.4M	0.56%	40
2025 Q3	$1.78M	Buy	+26,760	New	+$1.85M	0.31%	49
2024 Q1	–	Sell	-3,698	Closed	-$202K	–	54
2023 Q4	$202K	Buy	+3,698	New	+$200K	0.05%	53

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

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

KFP

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Chad R. Baker's UL Position: Q2 2026 in Review

Chad R. Baker increased its Unilever (UL) stake by 41% in Q2 2026, buying an estimated $1.62M and bringing the position to 96,377 shares worth $5.79M. The position accounts for 0.94% of the portfolio, ranked #35.

Chad R. Baker first reported a position in UL in Q4 2023 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Chad R. Baker held 96,377 shares of Unilever worth $5.79M as of Q2 2026.
Chad R. Baker bought 27,940 Unilever shares in Q2 2026, an estimated $1.62M.
Unilever made up 0.94% of Chad R. Baker's portfolio in Q2 2026, its #35 holding.
Chad R. Baker first reported a position in Unilever in Q4 2023 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.