Davis Rea’s Unilever UL Stock Holding History

Davis Rea’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	$3.73M	Buy	61,403 +443	+0.7%	+$27.8K	0.98%	32
2026 Q2	$3.66M	Buy	60,960 +3,621	+6%	+$209K	1.05%	31
2026 Q1	$3.27M	Buy	57,339 +8,451	+17%	+$566K	0.85%	40
2025 Q4	$3.2M	Buy	48,888 +647	+1%	+$43.5K	0.8%	42
2025 Q3	$3.22M	Sell	48,241 -1,011	-2%	-$69.8K	0.78%	43
2025 Q2	$3.39M	Sell	49,252 -152	-0.3%	-$10.7K	0.84%	41
2025 Q1	$3.31M	Buy	+49,404	New	+$3.19M	0.88%	40

Other funds holding UL

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Davis Rea's UL Position: Q3 2026 in Review

Davis Rea increased its Unilever (UL) stake by 0.73% in Q3 2026, buying an estimated $27.8K and bringing the position to 61,403 shares worth $3.73M. The position accounts for 0.98% of the portfolio, ranked #32.

Davis Rea first reported a position in UL in Q1 2025 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Davis Rea held 61,403 shares of Unilever worth $3.73M as of Q3 2026.
Davis Rea bought 443 Unilever shares in Q3 2026, an estimated $27.8K.
Unilever made up 0.98% of Davis Rea's portfolio in Q3 2026, its #32 holding.
Davis Rea first reported a position in Unilever in Q1 2025 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Davis Rea's 13F filing for Q3 2026, filed 13 Oct 2026.