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InTrack Investment Management’s Unilever UL Stock Holding History

InTrack Investment Management’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 		$239K Buy
+3,969
New +$229K 0.12% 106
2025
Q1 		– Sell
-10,917
Closed -$672K – 107
2024
Q4 		$672K Sell
10,917
-2,437
-18% -$165K 0.47% 62
2024
Q3 		$976K Sell
13,354
-5,372
-29% -$371K 0.69% 44
2024
Q2 		$1.16M Sell
18,726
-6,120
-25% -$362K 0.82% 35
2024
Q1 		$1.4M Buy
24,846
+12,118
+95% +$671K 1.04% 28
2023
Q4 		$694K Buy
+12,728
New +$687K 0.52% 66
2023
Q2 		– Sell
-11,244
Closed -$670K – 136
2023
Q1 		$670K Sell
11,244
-980
-8% -$55.7K 0.61% 57
2022
Q4 		$692K Sell
12,224
-4,198
-26% -$225K 0.69% 52
2022
Q3 		$810K Buy
16,422
+4,270
+35% +$223K 0.9% 38
2022
Q2 		$627K Buy
12,152
+563
+5% +$28.7K 0.64% 53
2022
Q1 		$594K Buy
+11,589
New +$645K 0.48% 74
2021
Q4 		– Sell
-3,660
Closed -$221K – 124
2021
Q3 		$221K Sell
3,660
-7,979
-69% -$508K 0.16% 107
2021
Q2 		$775K Sell
11,639
-628
-5% -$41.8K 0.61% 62
2021
Q1 		$770K Sell
12,267
-4,736
-28% -$302K 0.71% 53
2020
Q4 		$1.16M Buy
+17,003
New +$1.15M 1.15% 35

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

InTrack Investment Management's UL Position: Q2 2026 in Review

InTrack Investment Management opened a new position in Unilever (UL) in Q2 2026: 3,969 shares worth $239K. The stake represents 0.12% of the portfolio and ranks #106 among its holdings. This is a return to the name: InTrack Investment Management previously reported a position in UL as recently as Q4 2024.

InTrack Investment Management first reported a position in UL in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.4M in Q1 2024. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • InTrack Investment Management held 3,969 shares of Unilever worth $239K as of Q2 2026.
  • Unilever was a new InTrack Investment Management position in Q2 2026.
  • Unilever made up 0.12% of InTrack Investment Management's portfolio in Q2 2026, its #106 holding.
  • InTrack Investment Management first reported a position in Unilever in Q4 2020 and has held it in 15 quarters since.
  • InTrack Investment Management's Unilever position peaked at $1.4M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.