Lantz Financial
UL icon

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
Q3 		$435K Buy
7,169
+851
+13% +$53.5K 0.08% 194
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

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lantz Financial's UL Position: Q3 2026 in Review

Lantz Financial increased its Unilever (UL) stake by 13% in Q3 2026, buying an estimated $53.5K and bringing the position to 7,169 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #194.

Lantz Financial first reported a position in UL in Q4 2020 and has held it in 12 quarters since. 511 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Lantz Financial held 7,169 shares of Unilever worth $435K as of Q3 2026.
  • Lantz Financial bought 851 Unilever shares in Q3 2026, an estimated $53.5K.
  • Unilever made up 0.08% of Lantz Financial's portfolio in Q3 2026, its #194 holding.
  • Lantz Financial first reported a position in Unilever in Q4 2020 and has held it in 12 quarters since.
  • 511 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.