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GSB Wealth Management’s Unilever UL Stock Holding History

GSB 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 		$3.35M Buy
55,080
+778
+1% +$48.9K 0.68% 44
2026
Q2 		$3.26M Buy
54,302
+4,954
+10% +$286K 0.66% 49
2026
Q1 		$2.81M Hold
49,348
– – 0.63% 54
2025
Q4 		$3.23M Buy
49,348
+86
+0.2% +$5.78K 0.73% 44
2025
Q3 		$3.29M Sell
49,262
-913
-2% -$63K 0.74% 42
2025
Q2 		$3.45M Buy
50,175
+414
+0.8% +$29K 0.85% 37
2025
Q1 		$3.33M Sell
49,761
-781
-2% -$50.4K 0.88% 33
2024
Q4 		$3.22M Buy
50,542
+754
+2% +$50.9K 0.83% 33
2024
Q3 		$3.64M Sell
49,788
-726
-1% -$50.2K 0.93% 27
2024
Q2 		$3.12M Sell
50,514
-362
-0.7% -$21.4K 0.85% 32
2024
Q1 		$2.87M Sell
50,876
-182
-0.4% -$10.1K 0.81% 36
2023
Q4 		$2.78M Sell
51,058
-1,746
-3% -$94.2K 0.86% 31
2023
Q3 		$2.93M Sell
52,804
-3,498
-6% -$202K 0.98% 29
2023
Q2 		$3.3M Buy
56,302
+1,370
+2% +$81.4K 1.07% 18
2023
Q1 		$3.21M Sell
54,932
-10,072
-15% -$572K 1.05% 20
2022
Q4 		$3.68M Buy
65,004
+174
+0.3% +$9.31K 1.31% 18
2022
Q3 		$3.2M Buy
64,830
+853
+1% +$44.6K 1.16% 23
2022
Q2 		$3.3M Buy
63,977
+9,537
+18% +$486K 1.12% 24
2022
Q1 		$2.79M Buy
54,440
+43,861
+415% +$2.44M 0.81% 36
2021
Q4 		$640K Buy
10,579
+3,912
+59% +$232K 0.18% 146
2021
Q3 		$407K Sell
6,667
-7,308
-52% -$466K 0.21% 100
2021
Q2 		$920K Buy
13,975
+641
+5% +$42.6K 0.29% 114
2021
Q1 		$838K Buy
+13,334
New +$849K 0.28% 111

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

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

GSB Wealth Management increased its Unilever (UL) stake by 1.4% in Q3 2026, buying an estimated $48.9K and bringing the position to 55,080 shares worth $3.35M. The position accounts for 0.68% of the portfolio, ranked #44.

GSB Wealth Management first reported a position in UL in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.68M in Q4 2022. 788 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • GSB Wealth Management held 55,080 shares of Unilever worth $3.35M as of Q3 2026.
  • GSB Wealth Management bought 778 Unilever shares in Q3 2026, an estimated $48.9K.
  • Unilever made up 0.68% of GSB Wealth Management's portfolio in Q3 2026, its #44 holding.
  • GSB Wealth Management first reported a position in Unilever in Q1 2021 and has held it in 23 quarters since.
  • GSB Wealth Management's Unilever position peaked at $3.68M in Q4 2022.
  • 788 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.