GWM
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Gilpin Wealth Management’s Unilever UL Stock Holding History

Gilpin Wealth Management’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 		$417K Sell
6,861
-185
-3% -$11.6K 0.28% 83
2026
Q2 		$424K Sell
7,046
-178
-2% -$10.3K 0.29% 87
2026
Q1 		$412K Buy
7,224
+131
+2% +$8.78K 0.33% 76
2025
Q4 		$464K Buy
+7,093
New +$477K 0.37% 74

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Gilpin Wealth Management's UL Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Unilever (UL) stake by 2.6% in Q3 2026, selling an estimated $11.6K and leaving 6,861 shares worth $417K. The position accounts for 0.28% of the portfolio, ranked #83.

Gilpin Wealth Management first reported a position in UL in Q4 2025 and has held it in 4 quarters since. The position peaked at $464K in Q4 2025. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Gilpin Wealth Management held 6,861 shares of Unilever worth $417K as of Q3 2026.
  • Gilpin Wealth Management sold 185 Unilever shares in Q3 2026, an estimated $11.6K.
  • Unilever made up 0.28% of Gilpin Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Gilpin Wealth Management first reported a position in Unilever in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Unilever position peaked at $464K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.