Intergy Private Wealth
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
Q3 		$240K Buy
3,945
+88
+2% +$5.53K 0.05% 121
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

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

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

Intergy Private Wealth increased its Unilever (UL) stake by 2.3% in Q3 2026, buying an estimated $5.53K and bringing the position to 3,945 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #121.

Intergy Private Wealth first reported a position in UL in Q3 2024 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Intergy Private Wealth held 3,945 shares of Unilever worth $240K as of Q3 2026.
  • Intergy Private Wealth bought 88 Unilever shares in Q3 2026, an estimated $5.53K.
  • Unilever made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #121 holding.
  • Intergy Private Wealth first reported a position in Unilever in Q3 2024 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.