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LifeSteps Financial’s Unilever UL Stock Holding History

LifeSteps 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 		$44.4K Buy
+739
New +$42.7K 0.02% 222
2024
Q2 		– Sell
-1,338
Closed -$75.5K – 385
2024
Q1 		$75.5K Buy
+1,338
New +$74.1K 0.06% 124

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

LifeSteps Financial's UL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Unilever (UL) in Q2 2026: 739 shares worth $44.4K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in UL as recently as Q1 2024.

LifeSteps Financial first reported a position in UL in Q1 2024 and has held it in 2 quarters since. The position peaked at $75.5K in Q1 2024. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • LifeSteps Financial held 739 shares of Unilever worth $44.4K as of Q2 2026.
  • Unilever was a new LifeSteps Financial position in Q2 2026.
  • Unilever made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #222 holding.
  • LifeSteps Financial first reported a position in Unilever in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Unilever position peaked at $75.5K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.