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LGT Financial Advisors’s Unilever UL Stock Holding History

LGT Financial Advisors’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 		$43.2K Buy
718
+13
+2% +$752 0.23% 68
2026
Q1 		$40.2K Hold
705
– – 0.21% 73
2025
Q4 		$46.1K Sell
705
-312
-31% -$21K 0.28% 63
2025
Q3 		$67.8K Buy
1,017
+6
+0.6% +$414 0.15% 108
2025
Q2 		$69.6K Buy
1,011
+12
+1% +$842 0.18% 88
2025
Q1 		$67K Hold
999
– – 0.2% 91
2024
Q4 		$63.8K Sell
999
-306
-23% -$20.7K 0.14% 129
2024
Q3 		$95.4K Buy
1,305
+5
+0.4% +$346 0.24% 76
2024
Q2 		$80.5K Buy
1,300
+6
+0.5% +$355 0.17% 104
2024
Q1 		$73.1K Buy
1,294
+5
+0.4% +$277 0.08% 198
2023
Q4 		$70.3K Sell
1,289
-21
-2% -$1.13K 0.09% 190
2023
Q3 		$72.8K Buy
+1,310
New +$75.7K 0.09% 186

Other funds holding UL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 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
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 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

LGT Financial Advisors's UL Position: Q2 2026 in Review

LGT Financial Advisors increased its Unilever (UL) stake by 1.8% in Q2 2026, buying an estimated $752 and bringing the position to 718 shares worth $43.2K. The position accounts for 0.23% of the portfolio, ranked #68.

LGT Financial Advisors first reported a position in UL in Q3 2023 and has held it in 12 quarters since. The position peaked at $95.4K in Q3 2024. 553 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • LGT Financial Advisors held 718 shares of Unilever worth $43.2K as of Q2 2026.
  • LGT Financial Advisors bought 13 Unilever shares in Q2 2026, an estimated $752.
  • Unilever made up 0.23% of LGT Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • LGT Financial Advisors first reported a position in Unilever in Q3 2023 and has held it in 12 quarters since.
  • LGT Financial Advisors's Unilever position peaked at $95.4K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.