Perigon Wealth Management
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Perigon Wealth Management’s Unilever UL Stock Holding History

Perigon Wealth Management’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 		$544K Buy
8,963
+654
+8% +$41.1K 0.01% 861
2026
Q2 		$500K Sell
8,309
-1,780
-18% -$103K 0.01% 902
2026
Q1 		$575K Buy
10,089
+50
+0.5% +$3.35K 0.01% 737
2025
Q4 		$657K Buy
10,039
+1,683
+20% +$113K 0.01% 676
2025
Q3 		$557K Buy
8,356
+294
+4% +$20.3K 0.01% 697
2025
Q2 		$555K Sell
8,062
-390
-5% -$27.4K 0.01% 640
2025
Q1 		$566K Sell
8,452
-778
-8% -$50.2K 0.01% 604
2024
Q4 		$576K Buy
9,230
+408
+5% +$27.6K 0.01% 596
2024
Q3 		$645K Sell
8,822
-10
-0.1% -$691 0.02% 546
2024
Q2 		$546K Sell
8,832
-508
-5% -$30K 0.02% 513
2024
Q1 		$527K Buy
9,340
+2,236
+31% +$124K 0.02% 521
2023
Q4 		$387K Sell
7,104
-726
-9% -$39.2K 0.01% 575
2023
Q3 		$435K Buy
7,830
+1,900
+32% +$110K 0.02% 475
2023
Q2 		$348K Buy
5,930
+1,496
+34% +$88.8K 0.01% 562
2023
Q1 		$259K Sell
4,434
-323
-7% -$18.4K 0.01% 592
2022
Q4 		$269K Buy
+4,757
New +$255K 0.02% 563
2021
Q1 		– Sell
-1,025
Closed -$70K – 1005
2020
Q4 		$70K Buy
+1,025
New +$69.5K 0.01% 639
2017
Q3 		– Sell
-5,145
Closed -$313K – 715
2017
Q2 		$313K Buy
5,145
+2,739
+114% +$163K 0.07% 202
2017
Q1 		$134K Hold
2,406
– – 0.03% 278
2016
Q4 		$130K Buy
+2,406
New +$112K 0.03% 266

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Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Perigon Wealth Management's UL Position: Q3 2026 in Review

Perigon Wealth Management increased its Unilever (UL) stake by 7.9% in Q3 2026, buying an estimated $41.1K and bringing the position to 8,963 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #861.

Perigon Wealth Management first reported a position in UL in Q4 2016 and has held it in 20 quarters since. The position peaked at $657K in Q4 2025. 487 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Perigon Wealth Management held 8,963 shares of Unilever worth $544K as of Q3 2026.
  • Perigon Wealth Management bought 654 Unilever shares in Q3 2026, an estimated $41.1K.
  • Unilever made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #861 holding.
  • Perigon Wealth Management first reported a position in Unilever in Q4 2016 and has held it in 20 quarters since.
  • Perigon Wealth Management's Unilever position peaked at $657K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.