New Wave Wealth Advisors’s Unilever UL Stock Holding History

New Wave Wealth Advisors’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	$382K	Buy	6,351 +1,733	+38%	+$100K	0.1%	158
2026 Q1	$265K	Buy	4,618 +383	+9%	+$25.7K	0.09%	157
2025 Q4	$277K	Buy	4,235 +136	+3%	+$9.14K	0.1%	143
2025 Q3	$273K	Buy	4,099 +491	+14%	+$33.9K	0.11%	130
2025 Q2	$248K	Sell	3,608 -57	-2%	-$4K	0.11%	114
2025 Q1	$246K	Sell	3,665 -1,965	-35%	-$127K	0.11%	111
2024 Q4	$359K	Sell	5,630 -431	-7%	-$29.1K	0.15%	91
2024 Q3	$443K	Sell	6,061 -233	-4%	-$16.1K	0.2%	72
2024 Q2	$389K	Buy	+6,294	New	+$372K	0.21%	74

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

New Wave Wealth Advisors's UL Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Unilever (UL) stake by 38% in Q2 2026, buying an estimated $100K and bringing the position to 6,351 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #158.

New Wave Wealth Advisors first reported a position in UL in Q2 2024 and has held it in 9 quarters since. The position peaked at $443K in Q3 2024. 425 funds tracked by Wall St. Rank hold UL as of Q2 2026.

New Wave Wealth Advisors held 6,351 shares of Unilever worth $382K as of Q2 2026.
New Wave Wealth Advisors bought 1,733 Unilever shares in Q2 2026, an estimated $100K.
Unilever made up 0.1% of New Wave Wealth Advisors's portfolio in Q2 2026, its #158 holding.
New Wave Wealth Advisors first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's Unilever position peaked at $443K in Q3 2024.
425 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.