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Global Wealth Strategies & Associates’s Unilever UL Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-444
Closed -$25.3K – 441
2026
Q1 		$25.3K Hold
444
– – 0.01% 234
2025
Q4 		$29K Buy
+444
New +$29.8K 0.01% 209
2023
Q3 		– Sell
-92
Closed -$5.42K – 363
2023
Q2 		$5.42K Hold
92
– – ﹤0.01% 201
2023
Q1 		$5.4K Hold
92
– – ﹤0.01% 204
2022
Q4 		$5.24K Buy
+92
New +$4.92K ﹤0.01% 206

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
RT
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Global Wealth Strategies & Associates's UL Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Unilever (UL) in Q2 2026, closing a stake of 444 shares — an estimated $25.3K sold.

Global Wealth Strategies & Associates first reported a position in UL in Q4 2022 and held it in 5 quarters. The position peaked at $29K in Q4 2025. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 444 Unilever shares in Q2 2026, an estimated $25.3K.
  • Global Wealth Strategies & Associates first reported a position in Unilever in Q4 2022 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Unilever position peaked at $29K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.