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Cornerstone Financial Management’s Unilever UL Stock Holding History

Cornerstone Financial 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 		$11.9K Buy
198
+156
+371% +$9.02K 0.01% 418
2026
Q1 		$2.39K Buy
42
+15
+56% +$1K ﹤0.01% 672
2025
Q4 		$1.77K Buy
+27
New +$1.81K ﹤0.01% 730

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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
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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

Cornerstone Financial Management's UL Position: Q2 2026 in Review

Cornerstone Financial Management increased its Unilever (UL) stake by 371% in Q2 2026, buying an estimated $9.02K and bringing the position to 198 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #418.

Cornerstone Financial Management first reported a position in UL in Q4 2025 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cornerstone Financial Management held 198 shares of Unilever worth $11.9K as of Q2 2026.
  • Cornerstone Financial Management bought 156 Unilever shares in Q2 2026, an estimated $9.02K.
  • Unilever made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #418 holding.
  • Cornerstone Financial Management first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.