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Lantz Financial’s Unilever UL Stock Holding History

Lantz Financial’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 		$380K Buy
6,318
+125
+2% +$7.23K 0.07% 201
2026
Q1 		$353K Buy
6,193
+1,940
+46% +$130K 0.07% 192
2025
Q4 		$278K Buy
+4,253
New +$286K 0.06% 215
2023
Q4 		– Sell
-4,157
Closed -$231K – 200
2023
Q3 		$231K Sell
4,157
-7
-0.2% -$405 0.09% 165
2023
Q2 		$244K Buy
4,164
+570
+16% +$33.8K 0.1% 161
2023
Q1 		$210K Buy
+3,594
New +$204K 0.09% 178
2022
Q1 		– Sell
-5,339
Closed -$323K – 177
2021
Q4 		$323K Buy
5,339
+630
+13% +$37.4K 0.15% 121
2021
Q3 		$287K Buy
4,709
+552
+13% +$35.2K 0.15% 124
2021
Q2 		$274K Buy
4,157
+671
+19% +$44.6K 0.14% 128
2021
Q1 		$219K Buy
3,486
+474
+16% +$30.2K 0.12% 126
2020
Q4 		$204K Buy
+3,012
New +$204K 0.13% 120

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Lantz Financial's UL Position: Q2 2026 in Review

Lantz Financial increased its Unilever (UL) stake by 2% in Q2 2026, buying an estimated $7.23K and bringing the position to 6,318 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #201.

Lantz Financial first reported a position in UL in Q4 2020 and has held it in 11 quarters since. 504 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Lantz Financial held 6,318 shares of Unilever worth $380K as of Q2 2026.
  • Lantz Financial bought 125 Unilever shares in Q2 2026, an estimated $7.23K.
  • Unilever made up 0.07% of Lantz Financial's portfolio in Q2 2026, its #201 holding.
  • Lantz Financial first reported a position in Unilever in Q4 2020 and has held it in 11 quarters since.
  • 504 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.