HWA
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HHM Wealth Advisors’s Unilever UL Stock Holding History

HHM Wealth Advisors’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 		$15.5K Hold
258
– – ﹤0.01% 565
2026
Q1 		$14.7K Sell
258
-1,462
-85% -$98K ﹤0.01% 563
2025
Q4 		$112K Sell
1,720
-1
-0.1% -$67 0.01% 256
2025
Q3 		$115K Sell
1,721
-579
-25% -$40K 0.01% 265
2025
Q2 		$158K Hold
2,300
– – 0.02% 230
2025
Q1 		$154K Buy
2,300
+592
+35% +$38.2K 0.02% 221
2024
Q4 		$109K Hold
1,708
– – 0.01% 256
2024
Q3 		$125K Hold
1,708
– – 0.02% 228
2024
Q2 		$106K Sell
1,708
-348
-17% -$20.6K 0.02% 239
2024
Q1 		$116K Hold
2,056
– – 0.02% 194
2023
Q4 		$112K Hold
2,056
– – 0.02% 200
2023
Q3 		$114K Hold
2,056
– – 0.02% 190
2023
Q2 		$121K Buy
2,056
+368
+22% +$21.9K 0.02% 189
2023
Q1 		$98.6K Buy
1,688
+592
+54% +$33.6K 0.02% 200
2022
Q4 		$62.1K Buy
1,096
+15
+1% +$803 0.01% 221
2022
Q3 		$53K Sell
1,081
-355
-25% -$18.5K 0.01% 226
2022
Q2 		$74K Buy
1,436
+385
+37% +$19.6K 0.02% 225
2022
Q1 		$54K Hold
1,051
– – 0.01% 298
2021
Q4 		$64K Hold
1,051
– – 0.02% 279
2021
Q3 		$64K Hold
1,051
– – 0.02% 268
2021
Q2 		$69K Hold
1,051
– – 0.02% 253
2021
Q1 		$66K Hold
1,051
– – 0.02% 242
2020
Q4 		$71K Buy
1,051
+873
+490% +$59.2K 0.02% 215
2020
Q3 		$12K Hold
178
– – ﹤0.01% 374
2020
Q2 		$11K Hold
178
– – ﹤0.01% 368
2020
Q1 		$10K Buy
+178
New +$11.2K ﹤0.01% 356

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

HHM Wealth Advisors's UL Position: Q2 2026 in Review

HHM Wealth Advisors held its Unilever (UL) position steady in Q2 2026 at 258 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

HHM Wealth Advisors first reported a position in UL in Q1 2020 and has held it in 26 quarters since. The position peaked at $158K in Q2 2025. 383 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • HHM Wealth Advisors held 258 shares of Unilever worth $15.5K as of Q2 2026.
  • HHM Wealth Advisors left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #565 holding.
  • HHM Wealth Advisors first reported a position in Unilever in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Unilever position peaked at $158K in Q2 2025.
  • 383 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.