CX Institutional’s Unilever UL Stock Holding History

CX Institutional’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	$161K	Buy	2,672 +48	+2%	+$2.77K	﹤0.01%	780
2026 Q1	$149K	Sell	2,624 -122	-4%	-$8.18K	﹤0.01%	787
2025 Q4	$180K	Buy	2,746 +54	+2%	+$3.63K	0.01%	739
2025 Q3	$179K	Buy	2,692 +669	+33%	+$46.2K	0.01%	725
2025 Q2	$139K	Hold	2,023	–	–	﹤0.01%	709
2025 Q1	$136K	Buy	+2,023	New	+$131K	0.01%	693
2022 Q3	–	Sell	-3,340	Closed	-$172K	–	1091
2022 Q2	$172K	Buy	+3,340	New	+$170K	0.01%	458
2021 Q4	–	Sell	-2,779	Closed	-$169K	–	862
2021 Q3	$169K	Hold	2,779	–	–	0.01%	373
2021 Q2	$183K	Hold	2,779	–	–	0.02%	348
2021 Q1	$175K	Buy	2,779 +880	+46%	+$56K	0.02%	317
2020 Q4	$129K	Buy	+1,899	New	+$129K	0.01%	327
2019 Q4	–	Sell	-40	Closed	-$3K	–	770
2019 Q3	$3K	Sell	40 -325	-89%	-$22.5K	﹤0.01%	695
2019 Q2	$25K	Buy	+365	New	+$24.8K	﹤0.01%	381

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CGH

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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

CX Institutional's UL Position: Q2 2026 in Review

CX Institutional increased its Unilever (UL) stake by 1.8% in Q2 2026, buying an estimated $2.77K and bringing the position to 2,672 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

CX Institutional first reported a position in UL in Q2 2019 and has held it in 13 quarters since. The position peaked at $183K in Q2 2021. 277 funds tracked by Wall St. Rank hold UL as of Q2 2026.

CX Institutional held 2,672 shares of Unilever worth $161K as of Q2 2026.
CX Institutional bought 48 Unilever shares in Q2 2026, an estimated $2.77K.
Unilever made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #780 holding.
CX Institutional first reported a position in Unilever in Q2 2019 and has held it in 13 quarters since.
CX Institutional's Unilever position peaked at $183K in Q2 2021.
277 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.