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Cornerstone Planning Group’s Unilever UL Stock Holding History

Cornerstone Planning Group’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 		$21.3K Buy
345
+162
+89% +$9.37K ﹤0.01% 661
2026
Q1 		$10.7K Sell
183
-51
-22% -$3.42K ﹤0.01% 870
2025
Q4 		$15.6K Sell
234
-77
-25% -$5.17K ﹤0.01% 653
2025
Q3 		$32.7K Buy
311
+152
+96% +$10.5K 0.01% 442
2025
Q2 		$10.8K Sell
159
-114
-42% -$8K ﹤0.01% 541
2025
Q1 		$19.7K Buy
273
+151
+124% +$9.74K ﹤0.01% 415
2024
Q4 		$7.96K Buy
122
+7
+6% +$473 ﹤0.01% 481
2024
Q3 		$8.04K Buy
115
+31
+37% +$2.14K ﹤0.01% 464
2024
Q2 		$5.71K Buy
84
+74
+740% +$4.37K ﹤0.01% 544
2024
Q1 		$574 Buy
10
+6
+150% +$332 ﹤0.01% 895
2023
Q4 		$194 Sell
4
-7
-64% -$378 ﹤0.01% 864
2023
Q3 		$593 Buy
11
+4
+57% +$231 ﹤0.01% 875
2023
Q2 		$417 Buy
+7
New +$416 ﹤0.01% 1475
2022
Q4 		$1.06K Buy
+19
New +$1.02K ﹤0.01% 1345

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Cornerstone Planning Group's UL Position: Q2 2026 in Review

Cornerstone Planning Group increased its Unilever (UL) stake by 89% in Q2 2026, buying an estimated $9.37K and bringing the position to 345 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Cornerstone Planning Group first reported a position in UL in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.7K in Q3 2025. 804 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cornerstone Planning Group held 345 shares of Unilever worth $21.3K as of Q2 2026.
  • Cornerstone Planning Group bought 162 Unilever shares in Q2 2026, an estimated $9.37K.
  • Unilever made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #661 holding.
  • Cornerstone Planning Group first reported a position in Unilever in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Unilever position peaked at $32.7K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.