Klingman & Associates
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Klingman & Associates’s Unilever UL Stock Holding History

Klingman & Associates’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 		$291K Buy
4,797
+337
+8% +$21.2K 0.01% 330
2026
Q2 		$268K Buy
4,460
+169
+4% +$9.8K 0.01% 287
2026
Q1 		$244K Buy
4,291
+16
+0.4% +$1.07K 0.01% 292
2025
Q4 		$280K Buy
4,275
+40
+0.9% +$2.69K 0.01% 266
2025
Q3 		$282K Buy
4,235
+55
+1% +$3.8K 0.01% 262
2025
Q2 		$288K Buy
+4,180
New +$293K 0.02% 249
2016
Q4 		– Sell
-412
Closed -$22K – 304
2016
Q3 		$22K Hold
412
– – 0.01% 258
2016
Q2 		$22K Hold
412
– – 0.01% 253
2016
Q1 		$21K Hold
412
– – 0.01% 251
2015
Q4 		$20K Hold
412
– – 0.01% 269
2015
Q3 		$18K Sell
412
-728
-64% -$34.8K 0.01% 271
2015
Q2 		$55K Buy
1,140
+728
+177% +$36K 0.02% 177
2015
Q1 		$19K Buy
+412
New +$19.7K 0.01% 245

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
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Klingman & Associates's UL Position: Q3 2026 in Review

Klingman & Associates increased its Unilever (UL) stake by 7.6% in Q3 2026, buying an estimated $21.2K and bringing the position to 4,797 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #330.

Klingman & Associates first reported a position in UL in Q1 2015 and has held it in 13 quarters since. 487 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Klingman & Associates held 4,797 shares of Unilever worth $291K as of Q3 2026.
  • Klingman & Associates bought 337 Unilever shares in Q3 2026, an estimated $21.2K.
  • Unilever made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #330 holding.
  • Klingman & Associates first reported a position in Unilever in Q1 2015 and has held it in 13 quarters since.
  • 487 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.