GT
UL icon

Greenleaf Trust’s Unilever UL Stock Holding History

Greenleaf Trust’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 		$657K Sell
10,923
-2,306
-17% -$133K 0.01% 448
2026
Q1 		$754K Sell
13,229
-322
-2% -$21.6K 0.01% 400
2025
Q4 		$886K Buy
13,551
+33
+0.2% +$2.22K 0.01% 362
2025
Q3 		$902K Buy
13,518
+69
+0.5% +$4.76K 0.01% 353
2025
Q2 		$926K Sell
13,449
-988
-7% -$69.3K 0.01% 336
2025
Q1 		$967K Buy
14,437
+125
+0.9% +$8.06K 0.01% 336
2024
Q4 		$913K Sell
14,312
-14
-0.1% -$945 0.01% 347
2024
Q3 		$1.05M Buy
14,326
+714
+5% +$49.4K 0.01% 322
2024
Q2 		$842K Buy
13,612
+6,480
+91% +$383K 0.01% 338
2024
Q1 		$403K Sell
7,132
-431
-6% -$23.9K ﹤0.01% 530
2023
Q4 		$412K Sell
7,563
-13,063
-63% -$705K ﹤0.01% 517
2023
Q3 		$1.15M Buy
20,626
+1,865
+10% +$108K 0.01% 244
2023
Q2 		$1.1M Sell
18,761
-609
-3% -$36.2K 0.01% 253
2023
Q1 		$1.13M Buy
19,370
+109
+0.6% +$6.19K 0.01% 256
2022
Q4 		$1.09M Buy
19,261
+1,517
+9% +$81.2K 0.01% 251
2022
Q3 		$875K Sell
17,744
-9,130
-34% -$477K 0.01% 260
2022
Q2 		$1.39M Buy
26,874
+7,082
+36% +$361K 0.02% 175
2022
Q1 		$1.01M Buy
19,792
+298
+2% +$16.6K 0.01% 249
2021
Q4 		$1.18M Buy
19,494
+1,871
+11% +$111K 0.01% 217
2021
Q3 		$1.07M Buy
17,623
+127
+0.7% +$8.09K 0.01% 219
2021
Q2 		$1.15M Sell
17,496
-735
-4% -$48.9K 0.01% 209
2021
Q1 		$1.15M Buy
18,231
+2,138
+13% +$136K 0.02% 192
2020
Q4 		$1.09M Buy
+16,093
New +$1.09M 0.01% 170
2018
Q2 		– Sell
-156
Closed -$10K – 582
2018
Q1 		$10K Hold
156
– – ﹤0.01% 529
2017
Q4 		$10K Sell
156
-88
-36% -$5.58K ﹤0.01% 659
2017
Q3 		$16K Buy
+244
New +$15.7K ﹤0.01% 618

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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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

Greenleaf Trust's UL Position: Q2 2026 in Review

Greenleaf Trust reduced its Unilever (UL) stake by 17% in Q2 2026, selling an estimated $133K and leaving 10,923 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #448.

Greenleaf Trust first reported a position in UL in Q3 2017 and has held it in 26 quarters since. The position peaked at $1.39M in Q2 2022. 250 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Greenleaf Trust held 10,923 shares of Unilever worth $657K as of Q2 2026.
  • Greenleaf Trust sold 2,306 Unilever shares in Q2 2026, an estimated $133K.
  • Unilever made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #448 holding.
  • Greenleaf Trust first reported a position in Unilever in Q3 2017 and has held it in 26 quarters since.
  • Greenleaf Trust's Unilever position peaked at $1.39M in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.