Narwhal Capital Management’s Unilever UL Stock Holding History

Narwhal Capital Management’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	$745K	Sell	12,398 -7,252	-37%	-$419K	0.05%	109
2026 Q1	$1.12M	Sell	19,650 -9	-0%	-$603	0.08%	95
2025 Q4	$1.29M	Sell	19,659 -2,724	-12%	-$183K	0.09%	90
2025 Q3	$1.49M	Sell	22,383 -889	-4%	-$61.4K	0.11%	90
2025 Q2	$1.6M	Hold	23,272	–	–	0.13%	88
2025 Q1	$1.56M	Sell	23,272 -4	-0%	-$258	0.14%	92
2024 Q4	$1.48M	Sell	23,276 -176	-0.8%	-$11.9K	0.13%	90
2024 Q3	$1.71M	Sell	23,452 -9,549	-29%	-$660K	0.15%	82
2024 Q2	$2.04M	Sell	33,001 -4,619	-12%	-$273K	0.19%	80
2024 Q1	$2.12M	Sell	37,620 -23,912	-39%	-$1.32M	0.21%	81
2023 Q4	$3.36M	Sell	61,532 -8,482	-12%	-$458K	0.37%	67
2023 Q3	$3.89M	Buy	70,014 +5,919	+9%	+$342K	0.47%	55
2023 Q2	$3.76M	Sell	64,095 -24,208	-27%	-$1.44M	0.44%	60
2023 Q1	$5.16M	Buy	88,303 +20,705	+31%	+$1.18M	0.65%	45
2022 Q4	$3.83M	Buy	67,598 +7,243	+12%	+$388K	0.51%	52
2022 Q3	$2.98M	Sell	60,355 -33	-0.1%	-$1.72K	0.43%	64
2022 Q2	$3.11M	Sell	60,388 -800	-1%	-$40.7K	0.43%	60
2022 Q1	$3.14M	Buy	61,188 +142	+0.2%	+$7.9K	0.37%	65
2021 Q4	$3.69M	Sell	61,046 -58	-0.1%	-$3.44K	0.42%	62
2021 Q3	$3.73M	Sell	61,104 -635	-1%	-$40.5K	0.47%	55
2021 Q2	$4.06M	Sell	61,739 -89	-0.1%	-$5.92K	0.51%	56
2021 Q1	$3.88M	Sell	61,828 -2,191	-3%	-$140K	0.53%	51
2020 Q4	$4.35M	Sell	64,019 -53	-0.1%	-$3.6K	0.62%	45
2020 Q3	$4.45M	Sell	64,072 -371	-0.6%	-$24.8K	0.72%	46
2020 Q2	$3.98M	Sell	64,443 -11,252	-15%	-$672K	0.69%	47
2020 Q1	$4.31M	Sell	75,695 -6,346	-8%	-$398K	0.93%	35
2019 Q4	$5.28M	Sell	82,041 -467	-0.6%	-$31K	0.97%	36
2019 Q3	$5.58M	Sell	82,508 -9,317	-10%	-$646K	1.12%	33
2019 Q2	$6.4M	Buy	91,825 +174	+0.2%	+$11.8K	1.32%	24
2019 Q1	$5.95M	Buy	91,651 +30,531	+50%	+$1.86M	1.29%	22
2018 Q4	$3.59M	Hold	61,120	–	–	0.89%	37
2018 Q3	$3.78M	Hold	61,120	–	–	0.83%	39
2018 Q2	$3.8M	Hold	61,120	–	–	0.88%	40
2018 Q1	$3.82M	Sell	61,120 -13,133	-18%	-$799K	0.89%	39
2017 Q4	$4.62M	Buy	74,253 +1,600	+2%	+$101K	1.06%	30
2017 Q3	$4.74M	Sell	72,653 -11,467	-14%	-$737K	1.17%	23
2017 Q2	$5.12M	Sell	84,120 -444	-0.5%	-$26.5K	1.33%	18
2017 Q1	$4.69M	Buy	84,564 +844	+1%	+$42.7K	1.31%	19
2016 Q4	$3.83M	Buy	83,720 +18,098	+28%	+$844K	1.15%	24
2016 Q3	$3.5M	Hold	65,622	–	–	1.1%	25
2016 Q2	$3.54M	Buy	65,622 +133	+0.2%	+$6.83K	1.11%	26
2016 Q1	$3.33M	Buy	65,489 +445	+0.7%	+$21.7K	1.09%	24
2015 Q4	$3.15M	Buy	65,044 +3,688	+6%	+$180K	1.09%	25
2015 Q3	$2.81M	Sell	61,356 -44	-0.1%	-$2.1K	1.05%	28
2015 Q2	$2.97M	Hold	61,400	–	–	1.08%	25
2015 Q1	$2.88M	Sell	61,400 -1,467	-2%	-$70.3K	1.05%	27
2014 Q4	$2.86M	Buy	62,867 +10,134	+19%	+$465K	1.11%	25
2014 Q3	$2.49M	Buy	52,733 +3,200	+6%	+$158K	1%	30
2014 Q2	$2.52M	Buy	49,533 +7,044	+17%	+$353K	0.97%	30
2014 Q1	$2.04M	Buy	42,489 +7,245	+21%	+$327K	0.85%	40
2013 Q4	$1.63M	Buy	+35,244	New	+$1.58M	0.67%	55

Other funds holding UL

HCM

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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Narwhal Capital Management's UL Position: Q2 2026 in Review

Narwhal Capital Management reduced its Unilever (UL) stake by 37% in Q2 2026, selling an estimated $419K and leaving 12,398 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #109.

Narwhal Capital Management first reported a position in UL in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.4M in Q2 2019. 350 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Narwhal Capital Management held 12,398 shares of Unilever worth $745K as of Q2 2026.
Narwhal Capital Management sold 7,252 Unilever shares in Q2 2026, an estimated $419K.
Unilever made up 0.05% of Narwhal Capital Management's portfolio in Q2 2026, its #109 holding.
Narwhal Capital Management first reported a position in Unilever in Q4 2013 and has held it in 51 quarters since.
Narwhal Capital Management's Unilever position peaked at $6.4M in Q2 2019.
350 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.