First Affirmative Financial Network
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First Affirmative Financial Network’s Unilever UL Stock Holding History

First Affirmative Financial Network’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 		$1.3M Buy
+21,458
New +$1.35M 0.29% 65
2026
Q1 		$1.13M Buy
+19,862
New +$1.33M 0.44% 43
2025
Q3 		$1.08M Buy
16,221
+858
+6% +$59.2K 0.51% 35
2025
Q2 		$1.06M Sell
15,363
-305
-2% -$21.4K 0.54% 36
2025
Q1 		$1.05M Sell
15,668
-825
-5% -$53.2K 0.64% 29
2024
Q4 		$1.05M Buy
16,493
+690
+4% +$46.6K 0.61% 34
2024
Q3 		$1.15M Buy
15,803
+63
+0.4% +$4.36K 0.63% 30
2024
Q2 		$974K Buy
15,740
+888
+6% +$52.5K 0.68% 26
2024
Q1 		$839K Buy
14,852
+298
+2% +$16.5K 0.62% 28
2023
Q4 		$794K Buy
14,554
+991
+7% +$53.5K 0.63% 31
2023
Q3 		$754K Buy
13,563
+1,392
+11% +$80.5K 0.74% 22
2023
Q2 		$714K Buy
12,171
+1,663
+16% +$98.8K 0.71% 22
2023
Q1 		$614K Buy
10,508
+648
+7% +$36.8K 0.71% 25
2022
Q4 		$559K Buy
9,860
+787
+9% +$42.1K 0.68% 26
2022
Q3 		$447K Buy
9,073
+780
+9% +$40.8K 0.57% 38
2022
Q2 		$428K Buy
8,293
+342
+4% +$17.4K 0.49% 52
2022
Q1 		$408K Buy
7,951
+1,628
+26% +$90.6K 0.39% 69
2021
Q4 		$383K Buy
6,323
+55
+0.9% +$3.27K 0.35% 78
2021
Q3 		$382K Buy
+6,268
New +$399K 0.39% 67

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Hamlin Capital Management
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Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

First Affirmative Financial Network's UL Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Unilever (UL) in Q3 2026: 21,458 shares worth $1.3M. The stake represents 0.29% of the portfolio and ranks #65 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in UL as recently as Q1 2026.

First Affirmative Financial Network first reported a position in UL in Q3 2021 and has held it in 19 quarters since. 328 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • First Affirmative Financial Network held 21,458 shares of Unilever worth $1.3M as of Q3 2026.
  • Unilever was a new First Affirmative Financial Network position in Q3 2026.
  • Unilever made up 0.29% of First Affirmative Financial Network's portfolio in Q3 2026, its #65 holding.
  • First Affirmative Financial Network first reported a position in Unilever in Q3 2021 and has held it in 19 quarters since.
  • 328 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.