IFS Advisors’s Unilever UL Stock Holding History

IFS 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 Q3	$16.2K	Hold	266	–	–	﹤0.01%	276
2026 Q2	$16K	Hold	266	–	–	0.01%	105
2026 Q1	$15.2K	Buy	+266	New	+$17.8K	0.01%	99

Other funds holding UL

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

IFS Advisors's UL Position: Q3 2026 in Review

IFS Advisors held its Unilever (UL) position steady in Q3 2026 at 266 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

IFS Advisors first reported a position in UL in Q1 2026 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold UL as of Q3 2026.

IFS Advisors held 266 shares of Unilever worth $16.2K as of Q3 2026.
IFS Advisors left its Unilever share count unchanged in Q3 2026.
Unilever made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #276 holding.
IFS Advisors first reported a position in Unilever in Q1 2026 and has held it in 3 quarters since.
369 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.