DLA
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Douglas Lane & Associates’s Unilever UL Stock Holding History

Douglas Lane & Associates’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 		$325K Sell
5,347
-188
-3% -$11.8K ﹤0.01% 211
2026
Q2 		$333K Hold
5,535
– – ﹤0.01% 217
2026
Q1 		$315K Sell
5,535
-44
-0.8% -$2.95K ﹤0.01% 205
2025
Q4 		$365K Sell
5,579
-12
-0.2% -$806 0.01% 194
2025
Q3 		$373K Sell
5,591
-557
-9% -$38.4K 0.01% 193
2025
Q2 		$423K Hold
6,148
– – 0.01% 189
2025
Q1 		$412K Sell
6,148
-364
-6% -$23.5K 0.01% 196
2024
Q4 		$415K Sell
6,512
-60
-0.9% -$4.05K 0.01% 192
2024
Q3 		$480K Sell
6,572
-312
-5% -$21.6K 0.01% 182
2024
Q2 		$426K Sell
6,884
-97
-1% -$5.73K 0.01% 185
2024
Q1 		$394K Sell
6,981
-1,752
-20% -$97.1K 0.01% 193
2023
Q4 		$476K Sell
8,733
-3,531
-29% -$191K 0.01% 182
2023
Q3 		$682K Sell
12,264
-795
-6% -$45.9K 0.01% 159
2023
Q2 		$766K Sell
13,059
-253
-2% -$15K 0.01% 157
2023
Q1 		$778K Sell
13,312
-529
-4% -$30.1K 0.01% 159
2022
Q4 		$784K Sell
13,841
-2,667
-16% -$143K 0.01% 156
2022
Q3 		$814K Sell
16,508
-1,182
-7% -$61.8K 0.02% 153
2022
Q2 		$912K Sell
17,690
-1,535
-8% -$78.2K 0.02% 151
2022
Q1 		$986K Sell
19,225
-7,075
-27% -$394K 0.01% 155
2021
Q4 		$1.59M Sell
26,300
-1,603
-6% -$95.2K 0.02% 147
2021
Q3 		$1.7M Sell
27,903
-634
-2% -$40.4K 0.02% 143
2021
Q2 		$1.88M Sell
28,537
-1,294
-4% -$86K 0.03% 137
2021
Q1 		$1.87M Sell
29,831
-2,213
-7% -$141K 0.03% 133
2020
Q4 		$2.18M Buy
+32,044
New +$2.17M 0.04% 126
2017
Q3 		– Sell
-3,688
Closed -$225K – 211
2017
Q2 		$225K Sell
3,688
-969
-21% -$57.8K 0.01% 195
2017
Q1 		$258K Sell
4,657
-489
-10% -$24.7K 0.01% 192
2016
Q4 		$236K Buy
5,146
+666
+15% +$31K 0.01% 196
2016
Q3 		$239K Sell
4,480
-160
-3% -$8.45K 0.01% 196
2016
Q2 		$250K Hold
4,640
– – 0.01% 201
2016
Q1 		$236K Buy
+4,640
New +$226K 0.01% 202

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
MGIA
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
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Douglas Lane & Associates's UL Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Unilever (UL) stake by 3.4% in Q3 2026, selling an estimated $11.8K and leaving 5,347 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Douglas Lane & Associates first reported a position in UL in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.18M in Q4 2020. 123 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Douglas Lane & Associates held 5,347 shares of Unilever worth $325K as of Q3 2026.
  • Douglas Lane & Associates sold 188 Unilever shares in Q3 2026, an estimated $11.8K.
  • Unilever made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #211 holding.
  • Douglas Lane & Associates first reported a position in Unilever in Q1 2016 and has held it in 30 quarters since.
  • Douglas Lane & Associates's Unilever position peaked at $2.18M in Q4 2020.
  • 123 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.