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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
Q3 		$447K Sell
7,367
-449
-6% -$28.2K 0.23% 88
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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KFP
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RT
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MCP
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GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Dickmeyer Boyce Financial Management's UL Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Unilever (UL) stake by 5.7% in Q3 2026, selling an estimated $28.2K and leaving 7,367 shares worth $447K. The position accounts for 0.23% of the portfolio, ranked #88.

Dickmeyer Boyce Financial Management first reported a position in UL in Q1 2026 and has held it in 3 quarters since. The position peaked at $505K in Q1 2026. 49 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 7,367 shares of Unilever worth $447K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 449 Unilever shares in Q3 2026, an estimated $28.2K.
  • Unilever made up 0.23% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #88 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Unilever in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Unilever position peaked at $505K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.