GWMI
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Guardian Wealth Management (Illinois)’s Unilever UL Stock Holding History

Guardian Wealth Management (Illinois)’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 		$1.81M Buy
30,172
+1,854
+7% +$107K 0.89% 40
2026
Q1 		$1.61M Buy
28,318
+1,486
+6% +$99.6K 0.88% 40
2025
Q4 		$1.75M Buy
26,832
+86
+0.3% +$5.78K 1.03% 34
2025
Q3 		$1.78M Buy
26,746
+702
+3% +$48.4K 1.05% 36
2025
Q2 		$1.79M Buy
26,044
+494
+2% +$34.7K 1.19% 35
2025
Q1 		$1.71M Buy
25,550
+3,973
+18% +$256K 1.14% 35
2024
Q4 		$1.38M Sell
21,577
-2,038
-9% -$138K 0.94% 38
2024
Q3 		$1.73M Buy
23,615
+522
+2% +$36.1K 1.22% 31
2024
Q2 		$1.43M Buy
23,093
+489
+2% +$28.9K 1.09% 33
2024
Q1 		$1.28M Buy
22,604
+904
+4% +$50.1K 0.98% 36
2023
Q4 		$1.18M Sell
21,700
-1,610
-7% -$86.9K 1% 38
2023
Q3 		$1.3M Sell
23,310
-83
-0.4% -$4.8K 1.21% 36
2023
Q2 		$1.37M Buy
23,393
+1,029
+5% +$61.1K 1.25% 34
2023
Q1 		$1.31M Buy
22,364
+2,400
+12% +$136K 1.26% 34
2022
Q4 		$1.13M Sell
19,964
-369
-2% -$19.7K 1.11% 36
2022
Q3 		$1M Buy
20,333
+766
+4% +$40K 1.14% 40
2022
Q2 		$1.01M Buy
19,567
+1,867
+11% +$95.1K 1.09% 42
2022
Q1 		$907K Buy
17,700
+2,855
+19% +$159K 0.9% 47
2021
Q4 		$898K Buy
+14,845
New +$882K 0.86% 50

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Guardian Wealth Management (Illinois)'s UL Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Unilever (UL) stake by 6.5% in Q2 2026, buying an estimated $107K and bringing the position to 30,172 shares worth $1.81M. The position accounts for 0.89% of the portfolio, ranked #40.

Guardian Wealth Management (Illinois) first reported a position in UL in Q4 2021 and has held it in 19 quarters since. 350 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 30,172 shares of Unilever worth $1.81M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 1,854 Unilever shares in Q2 2026, an estimated $107K.
  • Unilever made up 0.89% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #40 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • 350 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.