Net Worth Advisory Group’s Unilever UL Stock Holding History

Net Worth Advisory Group’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	$329K	Buy	5,517 +1,474	+36%	+$92.6K	0.08%	258
2026 Q2	$243K	Sell	4,043 -8	-0.2%	-$462	0.06%	340
2026 Q1	$231K	Sell	4,051 -50	-1%	-$3.35K	0.05%	378
2025 Q4	$268K	Buy	4,101 +125	+3%	+$8.4K	0.05%	360
2025 Q3	$265K	Sell	3,976 -235	-6%	-$16.2K	0.08%	331
2025 Q2	$290K	Sell	4,211 -50	-1%	-$3.51K	0.06%	317
2025 Q1	$285K	Sell	4,261 -201	-5%	-$13K	0.09%	267
2024 Q4	$285K	Sell	4,462 -149	-3%	-$10.1K	0.09%	262
2024 Q3	$337K	Buy	+4,611	New	+$319K	0.1%	237

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

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Net Worth Advisory Group's UL Position: Q3 2026 in Review

Net Worth Advisory Group increased its Unilever (UL) stake by 36% in Q3 2026, buying an estimated $92.6K and bringing the position to 5,517 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #258.

Net Worth Advisory Group first reported a position in UL in Q3 2024 and has held it in 9 quarters since. The position peaked at $337K in Q3 2024. 433 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Net Worth Advisory Group held 5,517 shares of Unilever worth $329K as of Q3 2026.
Net Worth Advisory Group bought 1,474 Unilever shares in Q3 2026, an estimated $92.6K.
Unilever made up 0.08% of Net Worth Advisory Group's portfolio in Q3 2026, its #258 holding.
Net Worth Advisory Group first reported a position in Unilever in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Unilever position peaked at $337K in Q3 2024.
433 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.