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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
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

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

Embree Financial Group's UL Position: Q2 2026 in Review

Embree Financial Group increased its Unilever (UL) stake by 3.8% in Q2 2026, buying an estimated $8.15K and bringing the position to 3,862 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #258.

Embree Financial Group first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $294K in Q3 2024. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Embree Financial Group held 3,862 shares of Unilever worth $232K as of Q2 2026.
  • Embree Financial Group bought 141 Unilever shares in Q2 2026, an estimated $8.15K.
  • Unilever made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #258 holding.
  • Embree Financial Group first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Unilever position peaked at $294K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.