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Griffith & Werner’s Unilever UL Stock Holding History

Griffith & Werner’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 		$343K Hold
5,713
– – 0.16% 55
2026
Q1 		$325K Sell
5,713
-40
-0.7% -$2.68K 0.16% 55
2025
Q4 		$376K Sell
5,753
-1
-0% -$67 0.19% 49
2025
Q3 		$394K Buy
+5,754
New +$397K 0.2% 48
2025
Q1 		$385K Hold
5,754
– – 0.24% 46
2024
Q4 		$367K Buy
+5,754
New +$389K 0.24% 48

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Griffith & Werner's UL Position: Q2 2026 in Review

Griffith & Werner held its Unilever (UL) position steady in Q2 2026 at 5,713 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #55.

Griffith & Werner first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $394K in Q3 2025. 511 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Griffith & Werner held 5,713 shares of Unilever worth $343K as of Q2 2026.
  • Griffith & Werner left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.16% of Griffith & Werner's portfolio in Q2 2026, its #55 holding.
  • Griffith & Werner first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • Griffith & Werner's Unilever position peaked at $394K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.