Ignite Planners
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Ignite Planners’s Unilever UL Stock Holding History

Ignite Planners’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 		$621K Buy
10,227
+1,999
+24% +$126K 0.08% 249
2026
Q2 		$495K Buy
8,228
+321
+4% +$18.6K 0.07% 262
2026
Q1 		$449K Sell
7,907
-223
-3% -$14.9K 0.07% 262
2025
Q4 		$556K Sell
8,130
-705
-8% -$47.4K 0.09% 231
2025
Q3 		$589K Sell
8,835
-419
-5% -$28.9K 0.1% 202
2025
Q2 		$622K Buy
9,254
+462
+5% +$32.4K 0.11% 186
2025
Q1 		$623K Buy
8,792
+12
+0.1% +$774 0.12% 169
2024
Q4 		$558K Buy
8,780
+354
+4% +$23.9K 0.12% 155
2024
Q3 		$616K Sell
8,426
-274
-3% -$18.9K 0.14% 143
2024
Q2 		$543K Buy
8,700
+360
+4% +$21.3K 0.13% 150
2024
Q1 		$468K Sell
8,340
-1,283
-13% -$71.1K 0.13% 163
2023
Q4 		$525K Sell
9,623
-730
-7% -$39.4K 0.16% 147
2023
Q3 		$570K Buy
+10,353
New +$598K 0.17% 147

Other funds holding UL

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Ignite Planners's UL Position: Q3 2026 in Review

Ignite Planners increased its Unilever (UL) stake by 24% in Q3 2026, buying an estimated $126K and bringing the position to 10,227 shares worth $621K. The position accounts for 0.08% of the portfolio, ranked #249.

Ignite Planners first reported a position in UL in Q3 2023 and has held it in 13 quarters since. The position peaked at $623K in Q1 2025. 328 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Ignite Planners held 10,227 shares of Unilever worth $621K as of Q3 2026.
  • Ignite Planners bought 1,999 Unilever shares in Q3 2026, an estimated $126K.
  • Unilever made up 0.08% of Ignite Planners's portfolio in Q3 2026, its #249 holding.
  • Ignite Planners first reported a position in Unilever in Q3 2023 and has held it in 13 quarters since.
  • Ignite Planners's Unilever position peaked at $623K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.