CWM
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CMH Wealth Management’s Unilever UL Stock Holding History

CMH 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 		$728K Sell
12,103
-4,785
-28% -$277K 0.11% 92
2026
Q1 		$971K Buy
+16,888
New +$1.13M 0.17% 86

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RRAM
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CGH
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ERP
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RT
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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
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CMH Wealth Management's UL Position: Q2 2026 in Review

CMH Wealth Management reduced its Unilever (UL) stake by 28% in Q2 2026, selling an estimated $277K and leaving 12,103 shares worth $728K. The position accounts for 0.11% of the portfolio, ranked #92.

CMH Wealth Management first reported a position in UL in Q1 2026 and has held it in 2 quarters since. The position peaked at $971K in Q1 2026. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • CMH Wealth Management held 12,103 shares of Unilever worth $728K as of Q2 2026.
  • CMH Wealth Management sold 4,785 Unilever shares in Q2 2026, an estimated $277K.
  • Unilever made up 0.11% of CMH Wealth Management's portfolio in Q2 2026, its #92 holding.
  • CMH Wealth Management first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's Unilever position peaked at $971K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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