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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
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

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

Meriwether Wealth & Planning's UL Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Unilever (UL) stake by 3.4% in Q2 2026, buying an estimated $31K and bringing the position to 16,521 shares worth $993K. The position accounts for 0.49% of the portfolio, ranked #37.

Meriwether Wealth & Planning first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Meriwether Wealth & Planning held 16,521 shares of Unilever worth $993K as of Q2 2026.
  • Meriwether Wealth & Planning bought 537 Unilever shares in Q2 2026, an estimated $31K.
  • Unilever made up 0.49% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #37 holding.
  • Meriwether Wealth & Planning first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Unilever position peaked at $1.05M in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.