Pacifica Partners
UL icon

Pacifica Partners’s Unilever UL Stock Holding History

Pacifica Partners’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
Q3 		$1.47M Sell
24,650
-72
-0.3% -$4.52K 0.44% 48
2026
Q2 		$1.54M Buy
24,722
+465
+2% +$26.9K 0.47% 48
2026
Q1 		$1.38M Buy
24,257
+23,981
+8,689% +$1.61M 0.46% 51
2025
Q4 		$17.9K Sell
276
-24,424
-99% -$1.64M 0.01% 255
2025
Q3 		$1.63M Sell
24,700
-3,799
-13% -$262K 0.58% 46
2025
Q2 		$1.95M Sell
28,499
-92
-0.3% -$6.46K 0.79% 40
2025
Q1 		$2.01M Sell
28,591
-160
-0.6% -$10.3K 0.92% 34
2024
Q4 		$1.83M Sell
28,751
-1,089
-4% -$73.5K 0.79% 37
2024
Q3 		$2.18M Sell
29,840
-258
-0.9% -$17.8K 0.9% 35
2024
Q2 		$1.86M Sell
30,098
-386
-1% -$22.8K 0.8% 35
2024
Q1 		$1.7M Sell
30,484
-289
-0.9% -$16K 0.75% 43
2023
Q4 		$1.65M Buy
30,773
+3,715
+14% +$200K 0.81% 38
2023
Q3 		$1.49M Sell
27,058
-80
-0.3% -$4.62K 0.81% 41
2023
Q2 		$1.58M Buy
27,138
+196
+0.7% +$11.6K 0.89% 37
2023
Q1 		$1.62M Buy
+26,942
New +$1.53M 0.97% 37
2022
Q4 		– Sell
-218
Closed -$11K – 505
2022
Q3 		$11K Buy
+218
New +$11.4K 0.01% 289
2020
Q2 		– Sell
-6,520
Closed -$370K – 404
2020
Q1 		$370K Sell
6,520
-800
-11% -$50.2K 0.46% 51
2019
Q4 		$471K Buy
+7,320
New +$486K 0.46% 53

Other funds holding UL

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Pacifica Partners's UL Position: Q3 2026 in Review

Pacifica Partners reduced its Unilever (UL) stake by 0.29% in Q3 2026, selling an estimated $4.52K and leaving 24,650 shares worth $1.47M. The position accounts for 0.44% of the portfolio, ranked #48.

Pacifica Partners first reported a position in UL in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.18M in Q3 2024. 328 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Pacifica Partners held 24,650 shares of Unilever worth $1.47M as of Q3 2026.
  • Pacifica Partners sold 72 Unilever shares in Q3 2026, an estimated $4.52K.
  • Unilever made up 0.44% of Pacifica Partners's portfolio in Q3 2026, its #48 holding.
  • Pacifica Partners first reported a position in Unilever in Q4 2019 and has held it in 18 quarters since.
  • Pacifica Partners's Unilever position peaked at $2.18M in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.