Hummer Financial Advisory Services’s Unilever UL Stock Holding History

Hummer Financial Advisory Services’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	$288K	Hold	4,790	–	–	0.19%	97
2026 Q1	$276K	Sell	4,790 -4	-0.1%	-$268	0.19%	98
2025 Q4	$314K	Buy	4,794 +474	+11%	+$31.9K	0.22%	88
2025 Q3	$288K	Hold	4,320	–	–	0.21%	93
2025 Q2	$297K	Hold	4,320	–	–	0.22%	86
2025 Q1	$289K	Sell	4,320 -475	-10%	-$30.6K	0.24%	83
2024 Q4	$306K	Hold	4,795	–	–	0.24%	81
2024 Q3	$350K	Hold	4,795	–	–	0.28%	74
2024 Q2	$297K	Hold	4,795	–	–	0.26%	77
2024 Q1	$271K	Sell	4,795 -761	-14%	-$42.2K	0.22%	89
2023 Q4	$303K	Hold	5,556	–	–	0.28%	74
2023 Q3	$309K	Hold	5,556	–	–	0.31%	66
2023 Q2	$326K	Hold	5,556	–	–	0.32%	67
2023 Q1	$325K	Sell	5,556 -56	-1%	-$3.18K	0.35%	68
2022 Q4	$318K	Hold	5,612	–	–	0.35%	70
2022 Q3	$277K	Hold	5,612	–	–	0.33%	73
2022 Q2	$289K	Sell	5,612 -237	-4%	-$12.1K	0.33%	74
2022 Q1	$300K	Buy	5,849 +293	+5%	+$16.3K	0.27%	78
2021 Q4	$336K	Sell	5,556 -1,297	-19%	-$77K	0.28%	72
2021 Q3	$418K	Hold	6,853	–	–	0.39%	64
2021 Q2	$451K	Hold	6,853	–	–	0.42%	60
2021 Q1	$430K	Hold	6,853	–	–	0.42%	62
2020 Q4	$465K	Buy	+6,853	New	+$465K	0.49%	48

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

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Hummer Financial Advisory Services's UL Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Unilever (UL) position steady in Q2 2026 at 4,790 shares worth $288K. The position accounts for 0.19% of the portfolio, ranked #97.

Hummer Financial Advisory Services first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $465K in Q4 2020. 511 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Hummer Financial Advisory Services held 4,790 shares of Unilever worth $288K as of Q2 2026.
Hummer Financial Advisory Services left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.19% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #97 holding.
Hummer Financial Advisory Services first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
Hummer Financial Advisory Services's Unilever position peaked at $465K in Q4 2020.
511 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.