NWAG
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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
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

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
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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

Net Worth Advisory Group's UL Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Unilever (UL) stake by 0.2% in Q2 2026, selling an estimated $462 and leaving 4,043 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #340.

Net Worth Advisory Group first reported a position in UL in Q3 2024 and has held it in 8 quarters since. The position peaked at $337K in Q3 2024. 250 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Net Worth Advisory Group held 4,043 shares of Unilever worth $243K as of Q2 2026.
  • Net Worth Advisory Group sold 8 Unilever shares in Q2 2026, an estimated $462.
  • Unilever made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #340 holding.
  • Net Worth Advisory Group first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Unilever position peaked at $337K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.