Diversify Advisory Services’s Unilever UL Stock Holding History

Diversify Advisory Services’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	$2.25M	Sell	34,794 -3,613	-9%	-$227K	0.03%	403
2026 Q2	$2.36M	Buy	38,407 +32,659	+568%	+$1.89M	0.04%	353
2026 Q1	$327K	Sell	5,748 -7,795	-58%	-$522K	0.05%	157
2025 Q4	$874K	Sell	13,543 -1,054	-7%	-$70.8K	0.03%	432
2025 Q3	$996K	Buy	14,597 +250	+2%	+$17.3K	0.03%	371
2025 Q2	$986K	Buy	14,347 +4,982	+53%	+$350K	0.04%	336
2025 Q1	$665K	Buy	9,365 +25	+0.3%	+$1.61K	0.04%	292
2024 Q4	$579K	Sell	9,340 -309	-3%	-$20.9K	0.03%	336
2024 Q3	$672K	Sell	9,649 -205	-2%	-$14.2K	0.04%	327
2024 Q2	$616K	Sell	9,854 -5,542	-36%	-$327K	0.03%	342
2024 Q1	$863K	Buy	+15,396	New	+$853K	0.05%	288

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

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

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

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

Diversify Advisory Services's UL Position: Q3 2026 in Review

Diversify Advisory Services reduced its Unilever (UL) stake by 9.4% in Q3 2026, selling an estimated $227K and leaving 34,794 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #403.

Diversify Advisory Services first reported a position in UL in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.36M in Q2 2026. 247 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Diversify Advisory Services held 34,794 shares of Unilever worth $2.25M as of Q3 2026.
Diversify Advisory Services sold 3,613 Unilever shares in Q3 2026, an estimated $227K.
Unilever made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #403 holding.
Diversify Advisory Services first reported a position in Unilever in Q1 2024 and has held it in 11 quarters since.
Diversify Advisory Services's Unilever position peaked at $2.36M in Q2 2026.
247 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.