HF Advisory Group’s Unilever UL Stock Holding History

HF Advisory Group’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	$2.61M	Buy	43,377 +7,577	+21%	+$438K	0.81%	50
2026 Q1	$2.04M	Buy	35,800 +4,565	+15%	+$306K	0.7%	50
2025 Q4	$2.04M	Buy	31,235 +3,291	+12%	+$221K	0.71%	53
2025 Q3	$1.86M	Buy	27,944 +9,104	+48%	+$628K	0.68%	54
2025 Q2	$1.3M	Buy	18,840 +355	+2%	+$24.9K	0.51%	71
2025 Q1	$1.24M	Buy	18,485 +2,556	+16%	+$165K	0.54%	72
2024 Q4	$1.02M	Buy	15,929 +968	+6%	+$65.4K	0.47%	79
2024 Q3	$1.09M	Buy	14,961 +846	+6%	+$58.5K	0.51%	74
2024 Q2	$873K	Buy	14,115 +2,247	+19%	+$133K	0.45%	81
2024 Q1	$670K	Buy	11,868 +3,235	+37%	+$179K	0.37%	93
2023 Q4	$471K	Buy	8,633 +1,053	+14%	+$56.8K	0.3%	107
2023 Q3	$434K	Buy	+7,580	New	+$438K	0.32%	102

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HF Advisory Group's UL Position: Q2 2026 in Review

HF Advisory Group increased its Unilever (UL) stake by 21% in Q2 2026, buying an estimated $438K and bringing the position to 43,377 shares worth $2.61M. The position accounts for 0.81% of the portfolio, ranked #50.

HF Advisory Group first reported a position in UL in Q3 2023 and has held it in 12 quarters since. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

HF Advisory Group held 43,377 shares of Unilever worth $2.61M as of Q2 2026.
HF Advisory Group bought 7,577 Unilever shares in Q2 2026, an estimated $438K.
Unilever made up 0.81% of HF Advisory Group's portfolio in Q2 2026, its #50 holding.
HF Advisory Group first reported a position in Unilever in Q3 2023 and has held it in 12 quarters since.
183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.