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Legacy Private Trust’s Unilever UL Stock Holding History

Legacy Private Trust’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 		$266K Hold
4,374
– – 0.01% 240
2026
Q2 		$263K Hold
4,374
– – 0.01% 243
2026
Q1 		$249K Hold
4,374
– – 0.02% 242
2025
Q4 		$286K Hold
4,374
– – 0.02% 232
2025
Q3 		$292K Hold
4,374
– – 0.02% 230
2025
Q2 		$301K Hold
4,374
– – 0.02% 218
2025
Q1 		$293K Sell
4,374
-446
-9% -$28.8K 0.02% 216
2024
Q4 		$307K Hold
4,820
– – 0.02% 208
2024
Q3 		$352K Hold
4,820
– – 0.02% 198
2024
Q2 		$298K Hold
4,820
– – 0.02% 204
2024
Q1 		$272K Hold
4,820
– – 0.02% 210
2023
Q4 		$263K Sell
4,820
-85
-2% -$4.59K 0.02% 204
2023
Q3 		$273K Buy
4,905
+189
+4% +$10.9K 0.02% 209
2023
Q2 		$277K Buy
4,716
+342
+8% +$20.3K 0.02% 205
2023
Q1 		$256K Hold
4,374
– – 0.02% 208
2022
Q4 		$248K Hold
4,374
– – 0.02% 207
2022
Q3 		$216K Hold
4,374
– – 0.02% 213
2022
Q2 		$226K Hold
4,374
– – 0.02% 212
2022
Q1 		$224K Sell
4,374
-267
-6% -$14.9K 0.02% 230
2021
Q4 		$281K Hold
4,641
– – 0.02% 221
2021
Q3 		$283K Sell
4,641
-133
-3% -$8.47K 0.02% 208
2021
Q2 		$314K Hold
4,774
– – 0.03% 202
2021
Q1 		$300K Buy
4,774
+400
+9% +$25.5K 0.03% 198
2020
Q4 		$297K Buy
+4,374
New +$297K 0.03% 206

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Legacy Private Trust's UL Position: Q3 2026 in Review

Legacy Private Trust held its Unilever (UL) position steady in Q3 2026 at 4,374 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #240.

Legacy Private Trust first reported a position in UL in Q4 2020 and has held it in 24 quarters since. The position peaked at $352K in Q3 2024. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Legacy Private Trust held 4,374 shares of Unilever worth $266K as of Q3 2026.
  • Legacy Private Trust left its Unilever share count unchanged in Q3 2026.
  • Unilever made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #240 holding.
  • Legacy Private Trust first reported a position in Unilever in Q4 2020 and has held it in 24 quarters since.
  • Legacy Private Trust's Unilever position peaked at $352K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.