FFA
UL icon

Farther Finance Advisors’s Unilever UL Stock Holding History

Farther Finance Advisors’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 		$5.09M Sell
83,846
-24,415
-23% -$1.53M 0.04% 422
2026
Q2 		$6.51M Buy
108,261
+13,524
+14% +$782K 0.05% 325
2026
Q1 		$5.31M Buy
94,737
+7,001
+8% +$469K 0.05% 331
2025
Q4 		$5.74M Buy
87,736
+20,396
+30% +$1.37M 0.06% 274
2025
Q3 		$4.49M Buy
67,340
+4,362
+7% +$301K 0.07% 244
2025
Q2 		$4.33M Sell
62,978
-8,980
-12% -$630K 0.09% 214
2025
Q1 		$4.82M Buy
71,958
+183
+0.3% +$11.8K 0.12% 157
2024
Q4 		$4.58M Buy
71,775
+29,524
+70% +$1.99M 0.17% 112
2024
Q3 		$3.09M Buy
42,251
+4,590
+12% +$317K 0.12% 148
2024
Q2 		$2.32M Buy
37,661
+1,444
+4% +$85.3K 0.11% 141
2024
Q1 		$2.03M Buy
36,217
+832
+2% +$46.1K 0.12% 138
2023
Q4 		$1.93M Buy
35,385
+29,116
+464% +$1.57M 0.14% 137
2023
Q3 		$348K Buy
6,269
+4,641
+285% +$268K 0.05% 266
2023
Q2 		$95.5K Buy
1,628
+455
+39% +$27K 0.02% 474
2023
Q1 		$68.5K Sell
1,173
-20
-2% -$1.14K 0.02% 516
2022
Q4 		$67.6K Buy
+1,193
New +$63.8K 0.03% 424

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's UL Position: Q3 2026 in Review

Farther Finance Advisors reduced its Unilever (UL) stake by 23% in Q3 2026, selling an estimated $1.53M and leaving 83,846 shares worth $5.09M. The position accounts for 0.04% of the portfolio, ranked #422.

Farther Finance Advisors first reported a position in UL in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.51M in Q2 2026. 52 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Farther Finance Advisors held 83,846 shares of Unilever worth $5.09M as of Q3 2026.
  • Farther Finance Advisors sold 24,415 Unilever shares in Q3 2026, an estimated $1.53M.
  • Unilever made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #422 holding.
  • Farther Finance Advisors first reported a position in Unilever in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Unilever position peaked at $6.51M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.