EWM
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Empirical Wealth Management’s Unilever UL Stock Holding History

Empirical Wealth Management’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 		$407K Buy
6,764
+868
+15% +$50.2K 0.01% 767
2026
Q1 		$336K Buy
5,896
+645
+12% +$43.2K 0.01% 751
2025
Q4 		$343K Sell
5,251
-3,784
-42% -$254K 0.01% 645
2025
Q3 		$603K Buy
9,035
+2,760
+44% +$190K 0.01% 427
2025
Q2 		$432K Buy
6,275
+1,854
+42% +$130K 0.01% 446
2025
Q1 		$296K Buy
4,421
+1,144
+35% +$73.8K 0.01% 520
2024
Q4 		$209K Buy
+3,277
New +$221K 0.01% 572

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Empirical Wealth Management's UL Position: Q2 2026 in Review

Empirical Wealth Management increased its Unilever (UL) stake by 15% in Q2 2026, buying an estimated $50.2K and bringing the position to 6,764 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #767.

Empirical Wealth Management first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $603K in Q3 2025. 482 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Empirical Wealth Management held 6,764 shares of Unilever worth $407K as of Q2 2026.
  • Empirical Wealth Management bought 868 Unilever shares in Q2 2026, an estimated $50.2K.
  • Unilever made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Empirical Wealth Management first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Empirical Wealth Management's Unilever position peaked at $603K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.