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 Q3	$2.31M	Buy	38,057 +1,831	+5%	+$115K	0.27%	80
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

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Lineweaver Wealth Advisors's UL Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Unilever (UL) stake by 5.1% in Q3 2026, buying an estimated $115K and bringing the position to 38,057 shares worth $2.31M. The position accounts for 0.27% of the portfolio, ranked #80.

Lineweaver Wealth Advisors first reported a position in UL in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.59M in Q2 2023. 119 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Lineweaver Wealth Advisors held 38,057 shares of Unilever worth $2.31M as of Q3 2026.
Lineweaver Wealth Advisors bought 1,831 Unilever shares in Q3 2026, an estimated $115K.
Unilever made up 0.27% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #80 holding.
Lineweaver Wealth Advisors first reported a position in Unilever in Q2 2022 and has held it in 18 quarters since.
Lineweaver Wealth Advisors's Unilever position peaked at $2.59M in Q2 2023.
119 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.