Newman Dignan & Sheerar Inc’s Unilever UL Stock Holding History

Newman Dignan & Sheerar Inc’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	$224K	Sell	3,730 -15	-0.4%	-$867	0.04%	188
2026 Q1	$213K	Hold	3,745	–	–	0.04%	184
2025 Q4	$245K	Sell	3,745 -3	-0.1%	-$202	0.05%	172
2025 Q3	$250K	Hold	3,748	–	–	0.05%	167
2025 Q2	$258K	Buy	3,748 +15	+0.4%	+$1.05K	0.06%	164
2025 Q1	$250K	Hold	3,733	–	–	0.07%	150
2024 Q4	$238K	Hold	3,733	–	–	0.06%	156
2024 Q3	$263K	Hold	3,733	–	–	0.06%	156
2024 Q2	$231K	Hold	3,733	–	–	0.06%	160
2024 Q1	$211K	Sell	3,733 -267	-7%	-$14.8K	0.06%	170
2023 Q4	$218K	Hold	4,000	–	–	0.07%	159
2023 Q3	$222K	Hold	4,000	–	–	0.07%	158
2023 Q2	$235K	Hold	4,000	–	–	0.07%	171
2023 Q1	$234K	Hold	4,000	–	–	0.08%	171
2022 Q4	$227K	Buy	+4,000	New	+$214K	0.08%	170
2022 Q3	–	Sell	-3,911	Closed	-$202K	–	195
2022 Q2	$202K	Hold	3,911	–	–	0.07%	180
2022 Q1	$201	Hold	3,911	–	–	0.04%	184
2021 Q4	$237K	Sell	3,911 -160	-4%	-$9.5K	0.07%	180
2021 Q3	$248K	Hold	4,071	–	–	0.07%	165
2021 Q2	$268K	Hold	4,071	–	–	0.09%	155
2021 Q1	$256K	Sell	4,071 -89	-2%	-$5.67K	0.09%	157
2020 Q4	$282	Buy	+4,160	New	+$282K	0.05%	138
2020 Q3	–	Sell	-3,982	Closed	-$269K	–	169
2020 Q2	$269K	Hold	3,982	–	–	0.12%	124
2020 Q1	$224K	Sell	3,982 -191	-5%	-$12K	0.12%	131
2019 Q4	$270	Buy	4,173 +4	+0.1%	+$266	0.03%	141
2019 Q3	$282K	Hold	4,169	–	–	0.13%	127
2019 Q2	$285	Hold	4,169	–	–	0.01%	140
2019 Q1	$273K	Hold	4,169	–	–	0.11%	133
2018 Q4	$252	Hold	4,169	–	–	0.02%	130
2018 Q3	$252K	Hold	4,169	–	–	0.11%	136
2018 Q2	$261	Hold	4,169	–	–	0.02%	138
2018 Q1	$267K	Buy	4,169 +13	+0.3%	+$791	0.13%	136
2017 Q4	$263K	Sell	4,156 -320	-7%	-$20.3K	0.13%	148
2017 Q3	$297K	Hold	4,476	–	–	0.16%	126
2017 Q2	$278K	Sell	4,476 -88	-2%	-$5.25K	0.15%	132
2017 Q1	$255	Hold	4,564	–	–	0.11%	137
2016 Q4	$211K	Buy	4,564 +320	+8%	+$14.9K	0.13%	139
2016 Q3	$220K	Hold	4,244	–	–	0.14%	139
2016 Q2	$224K	Sell	4,244 -334	-7%	-$17.1K	0.14%	138
2016 Q1	$230K	Sell	4,578 -89	-2%	-$4.33K	0.17%	125
2015 Q4	$227K	Sell	4,667 -111	-2%	-$5.42K	0.16%	131
2015 Q3	$216K	Hold	4,778	–	–	0.14%	129
2015 Q2	$225K	Hold	4,778	–	–	0.16%	138
2015 Q1	$224K	Buy	+4,778	New	+$229K	0.16%	136

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

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

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc's UL Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Unilever (UL) stake by 0.4% in Q2 2026, selling an estimated $867 and leaving 3,730 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #188.

Newman Dignan & Sheerar Inc first reported a position in UL in Q1 2015 and has held it in 44 quarters since. The position peaked at $297K in Q3 2017. 269 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Newman Dignan & Sheerar Inc held 3,730 shares of Unilever worth $224K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 15 Unilever shares in Q2 2026, an estimated $867.
Unilever made up 0.04% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #188 holding.
Newman Dignan & Sheerar Inc first reported a position in Unilever in Q1 2015 and has held it in 44 quarters since.
Newman Dignan & Sheerar Inc's Unilever position peaked at $297K in Q3 2017.
269 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.