Drucker Wealth 3.0’s Unilever UL Stock Holding History

Drucker Wealth 3.0’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	$284K	Sell	4,723 -1,435	-23%	-$83K	0.04%	237
2026 Q1	$351K	Sell	6,158 -641	-9%	-$43K	0.06%	193
2025 Q4	$445K	Sell	6,799 -23	-0.3%	-$1.55K	0.08%	176
2025 Q3	$455K	Sell	6,822 -1,222	-15%	-$84.3K	0.08%	170
2025 Q2	$550K	Sell	8,044 -2,843	-26%	-$199K	0.11%	141
2025 Q1	$729K	Sell	10,887 -2,116	-16%	-$137K	0.16%	89
2024 Q4	$829K	Sell	13,003 -417	-3%	-$28.2K	0.19%	88
2024 Q3	$981K	Buy	13,420 +267	+2%	+$18.5K	0.24%	84
2024 Q2	$814K	Buy	+13,153	New	+$777K	0.22%	86

Other funds holding UL

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return