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GoalVest Advisory’s Unilever UL Stock Holding History

GoalVest Advisory’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 		$1.03M Buy
17,173
+454
+3% +$26.2K 0.19% 66
2026
Q1 		$952K Sell
16,719
-2,104
-11% -$141K 0.19% 78
2025
Q4 		$1.23M Sell
18,823
-2,636
-12% -$177K 0.24% 74
2025
Q3 		$1.43M Buy
21,459
+1,190
+6% +$82.1K 0.3% 63
2025
Q2 		$1.39M Buy
20,269
+256
+1% +$18K 0.35% 57
2025
Q1 		$1.34M Buy
20,013
+3,435
+21% +$222K 0.37% 58
2024
Q4 		$1.06M Sell
16,578
-16
-0.1% -$1.08K 0.29% 61
2024
Q3 		$1.21M Buy
16,594
+583
+4% +$40.3K 0.35% 52
2024
Q2 		$990K Sell
16,011
-1,105
-6% -$65.3K 0.32% 59
2024
Q1 		$966K Buy
17,116
+1,188
+7% +$65.8K 0.32% 58
2023
Q4 		$869K Buy
15,928
+1,704
+12% +$91.9K 0.38% 49
2023
Q3 		$790K Buy
14,224
+1,156
+9% +$66.8K 0.4% 48
2023
Q2 		$766K Sell
13,068
-6,185
-32% -$367K 0.4% 52
2023
Q1 		$1.12M Buy
19,253
+874
+5% +$49.7K 0.66% 40
2022
Q4 		$1.04M Buy
18,379
+1,431
+8% +$76.6K 0.67% 40
2022
Q3 		$836K Buy
16,948
+2,938
+21% +$154K 0.59% 50
2022
Q2 		$722K Buy
+14,010
New +$714K 0.46% 74

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

GoalVest Advisory's UL Position: Q2 2026 in Review

GoalVest Advisory increased its Unilever (UL) stake by 2.7% in Q2 2026, buying an estimated $26.2K and bringing the position to 17,173 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #66.

GoalVest Advisory first reported a position in UL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.43M in Q3 2025. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • GoalVest Advisory held 17,173 shares of Unilever worth $1.03M as of Q2 2026.
  • GoalVest Advisory bought 454 Unilever shares in Q2 2026, an estimated $26.2K.
  • Unilever made up 0.19% of GoalVest Advisory's portfolio in Q2 2026, its #66 holding.
  • GoalVest Advisory first reported a position in Unilever in Q2 2022 and has held it in 17 quarters since.
  • GoalVest Advisory's Unilever position peaked at $1.43M in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.