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NorthAvenue LLC’s Unilever UL Stock Holding History

NorthAvenue LLC’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 		$5.29K Hold
88
– – ﹤0.01% 178
2026
Q1 		$5.01K Hold
88
– – ﹤0.01% 155
2025
Q4 		$5.76K Buy
+88
New +$5.91K ﹤0.01% 157

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

NorthAvenue LLC's UL Position: Q2 2026 in Review

NorthAvenue LLC held its Unilever (UL) position steady in Q2 2026 at 88 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

NorthAvenue LLC first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.76K in Q4 2025. 254 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • NorthAvenue LLC held 88 shares of Unilever worth $5.29K as of Q2 2026.
  • NorthAvenue LLC left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #178 holding.
  • NorthAvenue LLC first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's Unilever position peaked at $5.76K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.