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Fiduciary Financial Group’s Unilever UL Stock Holding History

Fiduciary 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 		$265K Buy
4,401
+99
+2% +$5.72K 0.03% 316
2026
Q1 		$245K Buy
4,302
+281
+7% +$18.8K 0.03% 306
2025
Q4 		$263K Sell
4,021
-106
-3% -$7.12K 0.04% 276
2025
Q3 		$275K Sell
4,127
-100
-2% -$6.9K 0.04% 255
2025
Q2 		$292K Sell
4,227
-25
-0.6% -$1.75K 0.05% 235
2025
Q1 		$287K Sell
4,252
-44
-1% -$2.84K 0.06% 201
2024
Q4 		$266K Sell
4,296
-37
-0.9% -$2.5K 0.06% 229
2024
Q3 		$307K Buy
4,333
+178
+4% +$12.3K 0.07% 201
2024
Q2 		$268K Buy
+4,155
New +$246K 0.06% 215

Other funds holding UL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 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
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 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

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

Fiduciary Financial Group increased its Unilever (UL) stake by 2.3% in Q2 2026, buying an estimated $5.72K and bringing the position to 4,401 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #316.

Fiduciary Financial Group first reported a position in UL in Q2 2024 and has held it in 9 quarters since. The position peaked at $307K in Q3 2024. 553 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Fiduciary Financial Group held 4,401 shares of Unilever worth $265K as of Q2 2026.
  • Fiduciary Financial Group bought 99 Unilever shares in Q2 2026, an estimated $5.72K.
  • Unilever made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #316 holding.
  • Fiduciary Financial Group first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's Unilever position peaked at $307K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.