Lineweaver Wealth Advisors’s Unilever UL Stock Holding History

Lineweaver Wealth 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	$2.18M	Buy	36,226 +5,682	+19%	+$328K	0.26%	83
2026 Q1	$1.74M	Buy	30,544 +2,377	+8%	+$159K	0.23%	86
2025 Q4	$1.84M	Buy	28,167 +2,148	+8%	+$144K	0.25%	78
2025 Q3	$1.74M	Buy	26,019 +1,854	+8%	+$128K	0.25%	77
2025 Q2	$1.66M	Sell	24,165 -2,241	-8%	-$157K	0.26%	78
2025 Q1	$1.77M	Buy	26,406 +2,296	+10%	+$148K	0.3%	65
2024 Q4	$1.54M	Buy	24,110 +752	+3%	+$50.8K	0.28%	68
2024 Q3	$1.71M	Sell	23,358 -115	-0.5%	-$7.95K	0.33%	60
2024 Q2	$1.45M	Sell	23,473 -287	-1%	-$17K	0.3%	60
2024 Q1	$1.34M	Buy	23,760 +865	+4%	+$47.9K	0.32%	63
2023 Q4	$1.25M	Sell	22,895 -13,628	-37%	-$735K	0.32%	61
2023 Q3	$2.03M	Sell	36,523 -7,700	-17%	-$445K	0.59%	34
2023 Q2	$2.59M	Buy	44,223 +411	+0.9%	+$24.4K	0.74%	26
2023 Q1	$2.56M	Buy	43,812 +35,814	+448%	+$2.03M	0.79%	24
2022 Q4	$453K	Sell	7,998 -1,335	-14%	-$71.4K	0.14%	88
2022 Q3	$460K	Buy	9,333 +4,270	+84%	+$223K	0.15%	87
2022 Q2	$261K	Buy	+5,063	New	+$258K	0.09%	111

Other funds holding UL

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return