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Dickmeyer Boyce Financial Management’s Unilever UL Stock Holding History

Dickmeyer Boyce 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 		$470K Sell
7,816
-1,044
-12% -$60.4K 0.24% 89
2026
Q1 		$505K Buy
+8,860
New +$594K 0.3% 77

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GQG Partners
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State Farm Mutual Automobile Insurance
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Bank of America
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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dickmeyer Boyce Financial Management's UL Position: Q2 2026 in Review

Dickmeyer Boyce Financial Management reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $60.4K and leaving 7,816 shares worth $470K. The position accounts for 0.24% of the portfolio, ranked #89.

Dickmeyer Boyce Financial Management first reported a position in UL in Q1 2026 and has held it in 2 quarters since. The position peaked at $505K in Q1 2026. 1,183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Dickmeyer Boyce Financial Management held 7,816 shares of Unilever worth $470K as of Q2 2026.
  • Dickmeyer Boyce Financial Management sold 1,044 Unilever shares in Q2 2026, an estimated $60.4K.
  • Unilever made up 0.24% of Dickmeyer Boyce Financial Management's portfolio in Q2 2026, its #89 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • Dickmeyer Boyce Financial Management's Unilever position peaked at $505K in Q1 2026.
  • 1,183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.