Franklin Street Advisors’s Unilever UL Stock Holding History

Franklin Street 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	$339K	Buy	5,642 +731	+15%	+$42.3K	0.02%	139
2026 Q1	$280K	Buy	4,911 +56	+1%	+$3.75K	0.02%	143
2025 Q4	$318K	Buy	4,855 +120	+3%	+$8.06K	0.02%	135
2025 Q3	$316K	Hold	4,735	–	–	0.02%	136
2025 Q2	$326K	Hold	4,735	–	–	0.02%	136
2025 Q1	$317K	Hold	4,735	–	–	0.02%	132
2024 Q4	$302K	Buy	4,735 +181	+4%	+$12.2K	0.02%	138
2024 Q3	$333K	Hold	4,554	–	–	0.02%	135
2024 Q2	$282K	Hold	4,554	–	–	0.02%	139
2024 Q1	$257K	Buy	+4,554	New	+$252K	0.02%	146
2023 Q3	–	Sell	-3,468	Closed	-$203K	–	159
2023 Q2	$203K	Hold	3,468	–	–	0.02%	146
2023 Q1	$203K	Sell	3,468 -604	-15%	-$34.3K	0.02%	135
2022 Q4	$231K	Hold	4,072	–	–	0.02%	129
2022 Q3	$201K	Hold	4,072	–	–	0.02%	131
2022 Q2	$210K	Hold	4,072	–	–	0.02%	137
2022 Q1	$209K	Sell	4,072 -689	-14%	-$38.4K	0.02%	145
2021 Q4	$288K	Buy	4,761 +57	+1%	+$3.39K	0.02%	133
2021 Q3	$287K	Buy	4,704 +315	+7%	+$20.1K	0.02%	130
2021 Q2	$289K	Hold	4,389	–	–	0.02%	126
2021 Q1	$276K	Buy	4,389 +616	+16%	+$39.2K	0.03%	129
2020 Q4	$256K	Hold	3,773	–	–	0.02%	126
2020 Q3	$262K	Buy	+3,773	New	+$252K	0.03%	122
2019 Q3	–	Sell	-6,516	Closed	-$454K	–	167
2019 Q2	$454K	Buy	+6,516	New	+$442K	0.06%	107

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

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

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

Franklin Street Advisors's UL Position: Q2 2026 in Review

Franklin Street Advisors increased its Unilever (UL) stake by 15% in Q2 2026, buying an estimated $42.3K and bringing the position to 5,642 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #139.

Franklin Street Advisors first reported a position in UL in Q2 2019 and has held it in 23 quarters since. The position peaked at $454K in Q2 2019. 271 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Franklin Street Advisors held 5,642 shares of Unilever worth $339K as of Q2 2026.
Franklin Street Advisors bought 731 Unilever shares in Q2 2026, an estimated $42.3K.
Unilever made up 0.02% of Franklin Street Advisors's portfolio in Q2 2026, its #139 holding.
Franklin Street Advisors first reported a position in Unilever in Q2 2019 and has held it in 23 quarters since.
Franklin Street Advisors's Unilever position peaked at $454K in Q2 2019.
271 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.