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Dynamic Advisor Solutions’s Unilever UL Stock Holding History

Dynamic Advisor Solutions’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 		$3.66M Buy
60,884
+3,402
+6% +$197K 0.1% 211
2026
Q1 		$3.27M Sell
57,482
-20
-0% -$1.34K 0.1% 212
2025
Q4 		$3.76M Sell
57,502
-973
-2% -$65.4K 0.12% 186
2025
Q3 		$3.9M Buy
58,475
+1,470
+3% +$101K 0.11% 200
2025
Q2 		$3.92M Buy
57,005
+911
+2% +$63.9K 0.12% 195
2025
Q1 		$3.76M Buy
+56,094
New +$3.62M 0.12% 191
2024
Q4 		– Sell
-62,947
Closed -$4.6M – 860
2024
Q3 		$4.6M Sell
62,947
-1,212
-2% -$83.8K 0.14% 177
2024
Q2 		$3.97M Sell
64,159
-395
-0.6% -$23.3K 0.13% 197
2024
Q1 		$3.64M Buy
64,554
+3,198
+5% +$177K 0.12% 205
2023
Q4 		$3.37M Buy
61,356
+54,500
+795% +$2.94M 0.13% 205
2023
Q3 		$381K Buy
+6,856
New +$396K 0.02% 593
2023
Q1 		– Sell
-3,627
Closed -$205K – 807
2022
Q4 		$205K Sell
3,627
-448
-11% -$24K 0.01% 657
2022
Q3 		$201K Buy
4,075
+82
+2% +$4.28K 0.02% 630
2022
Q2 		$206K Buy
+3,993
New +$203K 0.02% 646

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Dynamic Advisor Solutions's UL Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Unilever (UL) stake by 5.9% in Q2 2026, buying an estimated $197K and bringing the position to 60,884 shares worth $3.66M. The position accounts for 0.1% of the portfolio, ranked #211.

Dynamic Advisor Solutions first reported a position in UL in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.6M in Q3 2024. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Dynamic Advisor Solutions held 60,884 shares of Unilever worth $3.66M as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,402 Unilever shares in Q2 2026, an estimated $197K.
  • Unilever made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #211 holding.
  • Dynamic Advisor Solutions first reported a position in Unilever in Q2 2022 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's Unilever position peaked at $4.6M in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.