HWAM
UL icon

Hennion & Walsh Asset Management’s Unilever UL Stock Holding History

Hennion & Walsh Asset 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
Q2 		$1.09M Buy
18,170
+415
+2% +$24K 0.03% 540
2026
Q1 		$1.01M Buy
17,755
+3,193
+22% +$214K 0.03% 508
2025
Q4 		$952K Buy
14,562
+1,350
+10% +$90.7K 0.03% 528
2025
Q3 		$881K Sell
13,212
-596
-4% -$41.1K 0.03% 541
2025
Q2 		$950K Sell
13,808
-650
-4% -$45.6K 0.04% 507
2025
Q1 		$969K Buy
14,458
+3,926
+37% +$253K 0.04% 479
2024
Q4 		$672K Buy
10,532
+4,200
+66% +$284K 0.03% 560
2024
Q3 		$463K Buy
+6,332
New +$438K 0.02% 641

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
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
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Hennion & Walsh Asset Management's UL Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Unilever (UL) stake by 2.3% in Q2 2026, buying an estimated $24K and bringing the position to 18,170 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #540.

Hennion & Walsh Asset Management first reported a position in UL in Q3 2024 and has held it in 8 quarters since. 314 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Hennion & Walsh Asset Management held 18,170 shares of Unilever worth $1.09M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 415 Unilever shares in Q2 2026, an estimated $24K.
  • Unilever made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #540 holding.
  • Hennion & Walsh Asset Management first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
  • 314 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.