EWP
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Elevation Wealth Partners’s Unilever UL Stock Holding History

Elevation Wealth Partners’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 		$13.3K Buy
+222
New +$12.8K ﹤0.01% 720

Other funds holding UL

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Elevation Wealth Partners's UL Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Unilever (UL) in Q2 2026: 222 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings.

457 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Elevation Wealth Partners held 222 shares of Unilever worth $13.3K as of Q2 2026.
  • Unilever was a new Elevation Wealth Partners position in Q2 2026.
  • Unilever made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #720 holding.
  • 457 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.