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BFC Planning, Inc.’s Unilever UL Stock Holding History

BFC Planning, Inc.’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 		$513K Sell
8,529
-237
-3% -$13.7K 0.02% 601
2026
Q1 		$499K Sell
8,766
-812
-8% -$54.4K 0.02% 569
2025
Q4 		$626K Buy
9,578
+7,349
+330% +$494K 0.03% 488
2025
Q3 		$149K Buy
+2,229
New +$154K 0.01% 773
2025
Q2 		– Sell
-2,554
Closed -$171K – 2852
2025
Q1 		$171K Hold
2,554
– – 0.02% 671
2024
Q4 		$163K Buy
+2,554
New +$172K 0.01% 692

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BFC Planning, Inc.'s UL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Unilever (UL) stake by 2.7% in Q2 2026, selling an estimated $13.7K and leaving 8,529 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #601.

BFC Planning, Inc. first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $626K in Q4 2025. 1,202 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • BFC Planning, Inc. held 8,529 shares of Unilever worth $513K as of Q2 2026.
  • BFC Planning, Inc. sold 237 Unilever shares in Q2 2026, an estimated $13.7K.
  • Unilever made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #601 holding.
  • BFC Planning, Inc. first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Unilever position peaked at $626K in Q4 2025.
  • 1,202 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.