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Financial Life Planners’s Unilever UL Stock Holding History

Financial Life Planners’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 		$27.1K Buy
450
+8
+2% +$462 0.02% 172
2026
Q1 		$25.2K Buy
+442
New +$29.6K 0.02% 170
2025
Q4 		– Sell
-443
Closed -$29.5K – 307
2025
Q3 		$29.5K Buy
+443
New +$30.6K 0.02% 169
2025
Q1 		– Sell
-432
Closed -$27.5K – 358
2024
Q4 		$27.5K Buy
+432
New +$29.2K 0.02% 173

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

Financial Life Planners's UL Position: Q2 2026 in Review

Financial Life Planners increased its Unilever (UL) stake by 1.8% in Q2 2026, buying an estimated $462 and bringing the position to 450 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #172.

Financial Life Planners first reported a position in UL in Q4 2024 and has held it in 4 quarters since. The position peaked at $29.5K in Q3 2025. 511 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Financial Life Planners held 450 shares of Unilever worth $27.1K as of Q2 2026.
  • Financial Life Planners bought 8 Unilever shares in Q2 2026, an estimated $462.
  • Unilever made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #172 holding.
  • Financial Life Planners first reported a position in Unilever in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Unilever position peaked at $29.5K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.