OC
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Oakworth Capital’s Unilever UL Stock Holding History

Oakworth Capital’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 		$41.3K Hold
685
– – ﹤0.01% 493
2026
Q1 		$39K Hold
685
– – ﹤0.01% 481
2025
Q4 		$44.8K Buy
685
+70
+11% +$4.7K ﹤0.01% 448
2025
Q3 		$41K Buy
615
+195
+46% +$13.5K ﹤0.01% 465
2025
Q2 		$28.9K Sell
420
-170
-29% -$11.9K ﹤0.01% 407
2025
Q1 		$39.5K Hold
590
– – ﹤0.01% 380
2024
Q4 		$37.6K Hold
590
– – ﹤0.01% 390
2024
Q3 		$43.1K Hold
590
– – ﹤0.01% 370
2024
Q2 		$36.5K Hold
590
– – ﹤0.01% 379
2024
Q1 		$33.3K Buy
590
+41
+7% +$2.27K ﹤0.01% 368
2023
Q4 		$30K Sell
549
-11
-2% -$593 ﹤0.01% 383
2023
Q3 		$31.1K Sell
560
-441
-44% -$25.5K ﹤0.01% 349
2023
Q2 		$58.7K Buy
1,001
+245
+32% +$14.5K 0.01% 286
2023
Q1 		$44.1K Hold
756
– – ﹤0.01% 308
2022
Q4 		$42.8K Hold
756
– – ﹤0.01% 298
2022
Q3 		$37K Hold
756
– – ﹤0.01% 327
2022
Q2 		$39K Sell
756
-22
-3% -$1.12K ﹤0.01% 325
2022
Q1 		$40K Hold
778
– – ﹤0.01% 325
2021
Q4 		$47K Sell
778
-94
-11% -$5.58K ﹤0.01% 340
2021
Q3 		$53K Hold
872
– – 0.01% 307
2021
Q2 		$57K Hold
872
– – 0.01% 303
2021
Q1 		$55K Buy
+872
New +$55.5K 0.01% 293
2020
Q3 		– Sell
-117
Closed -$7K – 612
2020
Q2 		$7K Buy
+117
New +$6.99K ﹤0.01% 440
2017
Q1 		– Sell
-356
Closed -$16K – 669
2016
Q4 		$16K Buy
+356
New +$16.6K 0.01% 415
2015
Q4 		– Sell
-1,432
Closed -$66K – 570
2015
Q3 		$66K Sell
1,432
-3,164
-69% -$151K 0.03% 134
2015
Q2 		$234K Hold
4,596
– – 0.11% 77
2015
Q1 		$227K Hold
4,596
– – 0.1% 103
2014
Q4 		$209K Hold
4,596
– – 0.11% 104
2014
Q3 		$228K Hold
4,596
– – 0.13% 66
2014
Q2 		$234K Hold
4,596
– – 0.14% 64
2014
Q1 		$221K Buy
+4,596
New +$207K 0.14% 68

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
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 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
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

Oakworth Capital's UL Position: Q2 2026 in Review

Oakworth Capital held its Unilever (UL) position steady in Q2 2026 at 685 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Oakworth Capital first reported a position in UL in Q1 2014 and has held it in 31 quarters since. The position peaked at $234K in Q2 2015. 350 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Oakworth Capital held 685 shares of Unilever worth $41.3K as of Q2 2026.
  • Oakworth Capital left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #493 holding.
  • Oakworth Capital first reported a position in Unilever in Q1 2014 and has held it in 31 quarters since.
  • Oakworth Capital's Unilever position peaked at $234K in Q2 2015.
  • 350 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.