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Confluence Investment Management’s Unilever UL Stock Holding History

Confluence Investment 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
Q3 		$281K Sell
4,631
-12,217
-73% -$767K ﹤0.01% 271
2026
Q2 		$1.01M Buy
16,848
+1,437
+9% +$83.1K 0.02% 217
2026
Q1 		$878K Buy
15,411
+1,118
+8% +$74.9K 0.01% 232
2025
Q4 		$935K Buy
14,293
+809
+6% +$54.4K 0.01% 230
2025
Q3 		$899K Buy
13,484
+1,277
+10% +$88.1K 0.01% 225
2025
Q2 		$840K Buy
12,207
+359
+3% +$25.2K 0.01% 220
2025
Q1 		$794K Buy
11,848
+613
+5% +$39.5K 0.01% 225
2024
Q4 		$717K Sell
11,235
-435
-4% -$29.4K 0.01% 225
2024
Q3 		$853K Buy
+11,670
New +$807K 0.01% 219
2020
Q2 		– Sell
-15,485
Closed -$881K – 304
2020
Q1 		$881K Sell
15,485
-456
-3% -$28.6K 0.02% 211
2019
Q4 		$1.11M Buy
15,941
+624
+4% +$41.4K 0.02% 202
2019
Q3 		$1.04M Sell
15,317
-624
-4% -$43.2K 0.02% 208
2019
Q2 		$1.11M Buy
15,941
+185
+1% +$12.6K 0.02% 202
2019
Q1 		$1.02M Sell
15,756
-2,297
-13% -$140K 0.02% 202
2018
Q4 		$1.06M Sell
18,053
-1,769
-9% -$107K 0.02% 204
2018
Q3 		$1.23M Sell
19,822
-1,498
-7% -$94.5K 0.02% 206
2018
Q2 		$1.33M Buy
+21,320
New +$1.32M 0.02% 203

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Confluence Investment Management's UL Position: Q3 2026 in Review

Confluence Investment Management reduced its Unilever (UL) stake by 73% in Q3 2026, selling an estimated $767K and leaving 4,631 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Confluence Investment Management first reported a position in UL in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.33M in Q2 2018. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Confluence Investment Management held 4,631 shares of Unilever worth $281K as of Q3 2026.
  • Confluence Investment Management sold 12,217 Unilever shares in Q3 2026, an estimated $767K.
  • Unilever made up ﹤0.01% of Confluence Investment Management's portfolio in Q3 2026, its #271 holding.
  • Confluence Investment Management first reported a position in Unilever in Q2 2018 and has held it in 17 quarters since.
  • Confluence Investment Management's Unilever position peaked at $1.33M in Q2 2018.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.