Joseph Group Capital Management’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-152
Closed -$8.66K 415
2026
Q1
$8.66K Hold
152
﹤0.01% 296
2025
Q4
$9.94K Buy
+152
New +$10.2K ﹤0.01% 187

Other funds holding UL

Joseph Group Capital Management's UL Position: Q2 2026 in Review

Joseph Group Capital Management sold out of Unilever (UL) in Q2 2026, closing a stake of 152 shares — an estimated $8.66K sold.

Joseph Group Capital Management first reported a position in UL in Q4 2025 and held it in 2 quarters. The position peaked at $9.94K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Joseph Group Capital Management reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Joseph Group Capital Management sold 152 Unilever shares in Q2 2026, an estimated $8.66K.
  • Joseph Group Capital Management first reported a position in Unilever in Q4 2025 and held it in 2 quarters.
  • Joseph Group Capital Management's Unilever position peaked at $9.94K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.