Meriwether Wealth & Planning’s Unilever UL Stock Holding History

Meriwether Wealth & Planning’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	$1M	Sell	16,468 -53	-0.3%	-$3.33K	0.45%	38
2026 Q2	$993K	Buy	16,521 +537	+3%	+$31K	0.49%	37
2026 Q1	$911K	Buy	15,984 +100	+0.6%	+$6.7K	0.5%	40
2025 Q4	$1.04M	Buy	15,884 +453	+3%	+$30.4K	0.59%	31
2025 Q3	$1.03M	Buy	15,431 +100	+0.7%	+$6.9K	0.6%	31
2025 Q2	$1.05M	Sell	15,331 -381	-2%	-$26.7K	0.66%	28
2025 Q1	$1.05M	Buy	15,712 +1,909	+14%	+$123K	0.69%	31
2024 Q4	$880K	Buy	+13,803	New	+$932K	0.63%	35

Other funds holding UL

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

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

ERP

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

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

Meriwether Wealth & Planning's UL Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Unilever (UL) stake by 0.32% in Q3 2026, selling an estimated $3.33K and leaving 16,468 shares worth $1M. The position accounts for 0.45% of the portfolio, ranked #38.

Meriwether Wealth & Planning first reported a position in UL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2025. 239 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Meriwether Wealth & Planning held 16,468 shares of Unilever worth $1M as of Q3 2026.
Meriwether Wealth & Planning sold 53 Unilever shares in Q3 2026, an estimated $3.33K.
Unilever made up 0.45% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #38 holding.
Meriwether Wealth & Planning first reported a position in Unilever in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Unilever position peaked at $1.05M in Q2 2025.
239 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.