Inlet Private Wealth
UL icon

Inlet Private Wealth’s Unilever UL Stock Holding History

Inlet Private Wealth’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 		$944K Hold
15,552
– – 0.23% 88
2026
Q2 		$935K Sell
15,552
-1,955
-11% -$113K 0.23% 83
2026
Q1 		$997K Hold
17,507
– – 0.25% 81
2025
Q4 		$1.14M Sell
17,507
-1,249
-7% -$83.9K 0.27% 76
2025
Q3 		$1.25M Hold
18,756
– – 0.28% 80
2025
Q2 		$1.29M Sell
18,756
-8,173
-30% -$573K 0.32% 77
2025
Q1 		$1.8M Hold
26,929
– – 0.47% 66
2024
Q4 		$1.72M Sell
26,929
-2,755
-9% -$186K 0.45% 70
2024
Q3 		$2.17M Sell
29,684
-28
-0.1% -$1.94K 0.55% 62
2024
Q2 		$1.84M Sell
29,712
-622
-2% -$36.8K 0.5% 62
2024
Q1 		$1.71M Sell
30,334
-445
-1% -$24.7K 0.48% 63
2023
Q4 		$1.68M Sell
30,779
-15,142
-33% -$817K 0.51% 62
2023
Q3 		$2.55M Sell
45,921
-765
-2% -$44.2K 0.84% 42
2023
Q2 		$2.74M Hold
46,686
– – 0.69% 48
2023
Q1 		$2.73M Sell
46,686
-711
-2% -$40.4K 0.71% 50
2022
Q4 		$2.68M Sell
47,397
-4,816
-9% -$258K 0.69% 51
2022
Q3 		$2.58M Sell
52,213
-790
-1% -$41.3K 0.77% 47
2022
Q2 		$2.73M Buy
53,003
+11
+0% +$560 0.78% 45
2022
Q1 		$2.72M Buy
52,992
+44
+0.1% +$2.45K 0.68% 51
2021
Q4 		$3.2M Sell
52,948
-6,211
-10% -$369K 0.78% 43
2021
Q3 		$3.61M Buy
59,159
+5,778
+11% +$368K 0.97% 38
2021
Q2 		$3.51M Buy
53,381
+15
+0% +$997 0.92% 42
2021
Q1 		$3.35M Buy
53,366
+22,871
+75% +$1.46M 0.96% 39
2020
Q4 		$2.07M Buy
30,495
+19,539
+178% +$1.33M 0.68% 54
2020
Q3 		$760K Buy
10,956
+976
+10% +$65.1K 0.3% 76
2020
Q2 		$616K Hold
9,980
– – 0.25% 79
2020
Q1 		$568K Buy
9,980
+2,312
+30% +$145K 0.26% 79
2019
Q4 		$493K Buy
7,668
+4,377
+133% +$291K 0.16% 96
2019
Q3 		$222K Sell
3,291
-1,333
-29% -$92.4K 0.08% 136
2019
Q2 		$326K Buy
4,624
+668
+17% +$45.3K 0.12% 116
2019
Q1 		$257K Sell
3,956
-711
-15% -$43.3K 0.1% 122
2018
Q4 		$274K Buy
+4,667
New +$281K 0.15% 105

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
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 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

Inlet Private Wealth's UL Position: Q3 2026 in Review

Inlet Private Wealth held its Unilever (UL) position steady in Q3 2026 at 15,552 shares worth $944K. The position accounts for 0.23% of the portfolio, ranked #88.

Inlet Private Wealth first reported a position in UL in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.61M in Q3 2021. 418 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Inlet Private Wealth held 15,552 shares of Unilever worth $944K as of Q3 2026.
  • Inlet Private Wealth left its Unilever share count unchanged in Q3 2026.
  • Unilever made up 0.23% of Inlet Private Wealth's portfolio in Q3 2026, its #88 holding.
  • Inlet Private Wealth first reported a position in Unilever in Q4 2018 and has held it in 32 quarters since.
  • Inlet Private Wealth's Unilever position peaked at $3.61M in Q3 2021.
  • 418 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.