Embree Financial Group’s Unilever UL Stock Holding History

Embree Financial Group’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	–	Sell	-3,862	Closed	-$232K	–	305
2026 Q2	$232K	Buy	3,862 +141	+4%	+$8.15K	0.02%	258
2026 Q1	$212K	Buy	3,721 +384	+12%	+$25.7K	0.03%	247
2025 Q4	$218K	Sell	3,337 -8	-0.2%	-$538	0.03%	218
2025 Q3	$223K	Sell	3,345 -825	-20%	-$56.9K	0.03%	208
2025 Q2	$287K	Buy	4,170 +20	+0.5%	+$1.4K	0.04%	180
2025 Q1	$278K	Buy	4,150 +18	+0.4%	+$1.16K	0.05%	173
2024 Q4	$264K	Buy	4,132 +108	+3%	+$7.29K	0.05%	169
2024 Q3	$294K	Buy	4,024 +16	+0.4%	+$1.11K	0.05%	154
2024 Q2	$248K	Sell	4,008 -340	-8%	-$20.1K	0.05%	162
2024 Q1	$246K	Buy	4,348 +20	+0.5%	+$1.11K	0.05%	168
2023 Q4	$236K	Buy	+4,328	New	+$233K	0.05%	159

Other funds holding UL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Embree Financial Group's UL Position: Q3 2026 in Review

Embree Financial Group sold out of Unilever (UL) in Q3 2026, closing a stake of 3,862 shares — an estimated $232K sold.

Embree Financial Group first reported a position in UL in Q4 2023 and held it in 11 quarters. The position peaked at $294K in Q3 2024. 724 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Embree Financial Group reported no remaining Unilever position as of Q3 2026 after selling out during the quarter.
Embree Financial Group sold 3,862 Unilever shares in Q3 2026, an estimated $232K.
Embree Financial Group first reported a position in Unilever in Q4 2023 and held it in 11 quarters.
Embree Financial Group's Unilever position peaked at $294K in Q3 2024.
724 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.