Guardian Partners’s Unilever UL Stock Holding History

Guardian Partners’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	$1.74M	Sell	28,605 -819	-3%	-$51.4K	0.15%	98
2026 Q2	$1.77M	Sell	29,424 -15,194	-34%	-$878K	0.16%	88
2026 Q1	$2.55M	Sell	44,618 -1,150	-3%	-$77.1K	0.21%	79
2025 Q4	$3.23M	Buy	45,768 +4,340	+10%	+$292K	0.26%	76
2025 Q3	$2.74M	Buy	41,428 +687	+2%	+$47.4K	0.23%	82
2025 Q2	$2.79M	Sell	40,741 -3,667	-8%	-$257K	0.25%	81
2025 Q1	$3.21M	Sell	44,408 -570	-1%	-$36.8K	0.33%	76
2024 Q4	$2.84M	Buy	+44,978	New	+$3.04M	0.29%	78

Other funds holding UL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Guardian Partners's UL Position: Q3 2026 in Review

Guardian Partners reduced its Unilever (UL) stake by 2.8% in Q3 2026, selling an estimated $51.4K and leaving 28,605 shares worth $1.74M. The position accounts for 0.15% of the portfolio, ranked #98.

Guardian Partners first reported a position in UL in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.23M in Q4 2025. 801 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Guardian Partners held 28,605 shares of Unilever worth $1.74M as of Q3 2026.
Guardian Partners sold 819 Unilever shares in Q3 2026, an estimated $51.4K.
Unilever made up 0.15% of Guardian Partners's portfolio in Q3 2026, its #98 holding.
Guardian Partners first reported a position in Unilever in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Unilever position peaked at $3.23M in Q4 2025.
801 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.