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 Q3	$898K	Sell	14,787 -46,097	-76%	-$2.9M	0.03%	492
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

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

CCMIC

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

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

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

ERP

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

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Dynamic Advisor Solutions's UL Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Unilever (UL) stake by 76% in Q3 2026, selling an estimated $2.9M and leaving 14,787 shares worth $898K. The position accounts for 0.03% of the portfolio, ranked #492.

Dynamic Advisor Solutions first reported a position in UL in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.6M in Q3 2024. 205 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Dynamic Advisor Solutions held 14,787 shares of Unilever worth $898K as of Q3 2026.
Dynamic Advisor Solutions sold 46,097 Unilever shares in Q3 2026, an estimated $2.9M.
Unilever made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #492 holding.
Dynamic Advisor Solutions first reported a position in Unilever in Q2 2022 and has held it in 15 quarters since.
Dynamic Advisor Solutions's Unilever position peaked at $4.6M in Q3 2024.
205 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.