HWP
UL icon

Highline Wealth Partners’s Unilever UL Stock Holding History

Highline Wealth 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
Q2 		$23.4K Sell
389
-14
-3% -$809 ﹤0.01% 366
2026
Q1 		$23K Buy
403
+77
+24% +$5.16K 0.01% 273
2025
Q4 		$21.3K Buy
326
+4
+1% +$269 0.01% 247
2025
Q3 		$21.5K Sell
322
-30
-9% -$2.07K 0.01% 264
2025
Q2 		$24.2K Buy
352
+157
+81% +$11K 0.01% 201
2025
Q1 		$13K Buy
195
+96
+97% +$6.19K ﹤0.01% 265
2024
Q4 		$6.29K Sell
99
-34
-26% -$2.3K ﹤0.01% 305
2024
Q3 		$9.74K Buy
133
+34
+34% +$2.35K ﹤0.01% 257
2024
Q2 		$6.1K Buy
+99
New +$5.85K ﹤0.01% 270

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
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
RT
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

Highline Wealth Partners's UL Position: Q2 2026 in Review

Highline Wealth Partners reduced its Unilever (UL) stake by 3.5% in Q2 2026, selling an estimated $809 and leaving 389 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Highline Wealth Partners first reported a position in UL in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.2K in Q2 2025. 207 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Highline Wealth Partners held 389 shares of Unilever worth $23.4K as of Q2 2026.
  • Highline Wealth Partners sold 14 Unilever shares in Q2 2026, an estimated $809.
  • Unilever made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #366 holding.
  • Highline Wealth Partners first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
  • Highline Wealth Partners's Unilever position peaked at $24.2K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.