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Ferguson Wellman Capital Management’s Unilever UL Stock Holding History

Ferguson Wellman Capital 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 		$609K Hold
10,130
– – 0.01% 288
2026
Q1 		$577K Buy
+10,130
New +$679K 0.01% 276
2021
Q1 		– Sell
-135,372
Closed -$9.19M – 394
2020
Q4 		$9.19M Buy
+135,372
New +$9.18M 0.22% 100
2019
Q3 		– Sell
-5,618
Closed -$392K – 353
2019
Q2 		$392K Buy
5,618
+168
+3% +$11.4K 0.01% 269
2019
Q1 		$354K Buy
+5,450
New +$332K 0.01% 276

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SRIM
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MR
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CAI
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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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Ferguson Wellman Capital Management's UL Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Unilever (UL) position steady in Q2 2026 at 10,130 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #288.

Ferguson Wellman Capital Management first reported a position in UL in Q1 2019 and has held it in 5 quarters since. The position peaked at $9.19M in Q4 2020. 385 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Ferguson Wellman Capital Management held 10,130 shares of Unilever worth $609K as of Q2 2026.
  • Ferguson Wellman Capital Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #288 holding.
  • Ferguson Wellman Capital Management first reported a position in Unilever in Q1 2019 and has held it in 5 quarters since.
  • Ferguson Wellman Capital Management's Unilever position peaked at $9.19M in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.