IPW
UL icon

Intergy Private Wealth’s Unilever UL Stock Holding History

Intergy 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
Q2 		$232K Buy
+3,857
New +$223K 0.05% 125
2024
Q4 		– Sell
-2,756
Closed -$201K – 96
2024
Q3 		$201K Buy
+2,756
New +$191K 0.08% 86

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

Intergy Private Wealth's UL Position: Q2 2026 in Review

Intergy Private Wealth opened a new position in Unilever (UL) in Q2 2026: 3,857 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings. This is a return to the name: Intergy Private Wealth previously reported a position in UL as recently as Q3 2024.

Intergy Private Wealth first reported a position in UL in Q3 2024 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Intergy Private Wealth held 3,857 shares of Unilever worth $232K as of Q2 2026.
  • Unilever was a new Intergy Private Wealth position in Q2 2026.
  • Unilever made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #125 holding.
  • Intergy Private Wealth first reported a position in Unilever in Q3 2024 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.