LJHT
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Laurie J. Hall Trustee’s Unilever UL Stock Holding History

Laurie J. Hall Trustee’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 		$3.19M Buy
53,097
+150
+0.3% +$8.67K 0.99% 32
2026
Q1 		$3.02M Buy
52,947
+1,745
+3% +$117K 1.06% 31
2025
Q4 		$3.35M Buy
51,202
+2,651
+5% +$178K 1.11% 29
2025
Q3 		$3.24M Buy
48,551
+1,715
+4% +$118K 1.06% 31
2025
Q2 		$3.22M Buy
46,836
+1,667
+4% +$117K 1.07% 30
2025
Q1 		$3.03M Sell
45,169
-1,049
-2% -$67.7K 1.08% 33
2024
Q4 		$2.95M Sell
46,218
-665
-1% -$44.9K 0.97% 31
2024
Q3 		$3.43M Sell
46,883
-969
-2% -$67K 1.09% 28
2024
Q2 		$2.96M Sell
47,852
-666
-1% -$39.4K 1.03% 30
2024
Q1 		$2.74M Sell
48,518
-1,252
-3% -$69.4K 0.97% 35
2023
Q4 		$2.71M Buy
49,770
+156
+0.3% +$8.42K 1.04% 34
2023
Q3 		$2.76M Buy
49,614
+489
+1% +$28.3K 1.17% 34
2023
Q2 		$2.88M Buy
49,125
+609
+1% +$36.2K 1.14% 31
2023
Q1 		$2.83M Buy
48,516
+1,088
+2% +$61.8K 1.21% 32
2022
Q4 		$2.69M Buy
47,428
+2,222
+5% +$119K 1.21% 30
2022
Q3 		$2.23M Buy
45,206
+33,551
+288% +$1.75M 1.1% 34
2022
Q2 		$601K Sell
11,655
-33,662
-74% -$1.71M 0.28% 67
2022
Q1 		$2.32M Buy
45,317
+306
+0.7% +$17K 0.89% 37
2021
Q4 		$2.72M Sell
45,011
-7
-0% -$416 0.96% 31
2021
Q3 		$2.75M Sell
45,018
-89
-0.2% -$5.67K 1.06% 31
2021
Q2 		$2.97M Buy
45,107
+1,000
+2% +$66.5K 1.12% 28
2021
Q1 		$2.77M Buy
44,107
+2,298
+5% +$146K 1.06% 32
2020
Q4 		$2.84M Buy
41,809
+3,858
+10% +$262K 1.15% 30
2020
Q3 		$2.63M Buy
+37,951
New +$2.53M 1.18% 30
2019
Q4 		$2.49M Buy
38,662
+8,235
+27% +$547K 1.15% 29
2019
Q3 		$2.06M Buy
30,427
+2,489
+9% +$172K 1.05% 30
2019
Q2 		$1.95M Hold
27,938
– – 1.01% 34
2019
Q1 		$1.81M Buy
27,938
+142
+0.5% +$8.65K 0.96% 32
2018
Q4 		$1.72M Buy
27,796
+8,298
+43% +$500K 0.95% 34
2018
Q3 		$1.21M Buy
19,498
+1,689
+9% +$107K 0.64% 46
2018
Q2 		$1.11M Buy
17,809
+3,645
+26% +$226K 0.64% 45
2018
Q1 		$886K Buy
14,164
+75
+0.5% +$4.56K 0.54% 49
2017
Q4 		$878K Buy
14,089
+1,169
+9% +$74.1K 0.5% 50
2017
Q3 		$842K Hold
12,920
– – 0.52% 46
2017
Q2 		$787K Buy
12,920
+1,311
+11% +$78.2K 0.5% 49
2017
Q1 		$641K Buy
11,609
+2,498
+27% +$126K 0.41% 54
2016
Q4 		$420K Buy
+9,111
New +$425K 0.27% 64
2016
Q2 		$33K Hold
622
– – 0.02% 176
2016
Q1 		$32K Hold
622
– – 0.02% 167
2015
Q4 		$30K Buy
+622
New +$30.3K 0.02% 163

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

Laurie J. Hall Trustee's UL Position: Q2 2026 in Review

Laurie J. Hall Trustee increased its Unilever (UL) stake by 0.28% in Q2 2026, buying an estimated $8.67K and bringing the position to 53,097 shares worth $3.19M. The position accounts for 0.99% of the portfolio, ranked #32.

Laurie J. Hall Trustee first reported a position in UL in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.43M in Q3 2024. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Laurie J. Hall Trustee held 53,097 shares of Unilever worth $3.19M as of Q2 2026.
  • Laurie J. Hall Trustee bought 150 Unilever shares in Q2 2026, an estimated $8.67K.
  • Unilever made up 0.99% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #32 holding.
  • Laurie J. Hall Trustee first reported a position in Unilever in Q4 2015 and has held it in 40 quarters since.
  • Laurie J. Hall Trustee's Unilever position peaked at $3.43M in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.