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Olistico Wealth’s Unilever UL Stock Holding History

Olistico Wealth’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 		$53.4K Hold
888
– – 0.02% 160
2026
Q1 		$50.6K Hold
888
– – 0.02% 162
2025
Q4 		$58.1K Buy
+888
New +$59.7K 0.03% 149
2025
Q3 		– Sell
-889
Closed -$61.2K – 317
2025
Q2 		$61.2K Hold
889
– – 0.03% 150
2025
Q1 		$59.5K Hold
889
– – 0.04% 151
2024
Q4 		$56.7K Hold
889
– – 0.03% 151
2024
Q3 		$65K Hold
889
– – 0.04% 146
2024
Q2 		$55K Buy
+889
New +$52.5K 0.04% 154

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Olistico Wealth's UL Position: Q2 2026 in Review

Olistico Wealth held its Unilever (UL) position steady in Q2 2026 at 888 shares worth $53.4K. The position accounts for 0.02% of the portfolio, ranked #160.

Olistico Wealth first reported a position in UL in Q2 2024 and has held it in 8 quarters since. The position peaked at $65K in Q3 2024. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Olistico Wealth held 888 shares of Unilever worth $53.4K as of Q2 2026.
  • Olistico Wealth left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #160 holding.
  • Olistico Wealth first reported a position in Unilever in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Unilever position peaked at $65K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.