FFA
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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
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 $4.45B 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

Farther Finance Advisors's UL Position: Q2 2026 in Review

Farther Finance Advisors increased its Unilever (UL) stake by 14% in Q2 2026, buying an estimated $782K and bringing the position to 108,261 shares worth $6.51M. The position accounts for 0.05% of the portfolio, ranked #325.

Farther Finance Advisors first reported a position in UL in Q4 2022 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Farther Finance Advisors held 108,261 shares of Unilever worth $6.51M as of Q2 2026.
  • Farther Finance Advisors bought 13,524 Unilever shares in Q2 2026, an estimated $782K.
  • Unilever made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #325 holding.
  • Farther Finance Advisors first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
  • 182 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.