ES
UL icon

Eagle Strategies’s Unilever UL Stock Holding History

Eagle Strategies’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 		$257K Sell
4,270
-249
-6% -$14.4K 0.03% 252
2026
Q1 		$257K Buy
4,519
+437
+11% +$29.3K 0.03% 229
2025
Q4 		$267K Buy
4,082
+96
+2% +$6.45K 0.03% 219
2025
Q3 		$266K Buy
3,986
+223
+6% +$15.4K 0.04% 220
2025
Q2 		$259K Sell
3,763
-18
-0.5% -$1.26K 0.04% 202
2025
Q1 		$253K Buy
+3,781
New +$244K 0.04% 193

Other funds holding UL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Eagle Strategies's UL Position: Q2 2026 in Review

Eagle Strategies reduced its Unilever (UL) stake by 5.5% in Q2 2026, selling an estimated $14.4K and leaving 4,270 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #252.

Eagle Strategies first reported a position in UL in Q1 2025 and has held it in 6 quarters since. The position peaked at $267K in Q4 2025. 553 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Eagle Strategies held 4,270 shares of Unilever worth $257K as of Q2 2026.
  • Eagle Strategies sold 249 Unilever shares in Q2 2026, an estimated $14.4K.
  • Unilever made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #252 holding.
  • Eagle Strategies first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
  • Eagle Strategies's Unilever position peaked at $267K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.