PFS
UL icon

Physicians Financial Services’s Unilever UL Stock Holding History

Physicians Financial Services’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 		$508K Hold
8,444
– – 0.13% 80
2026
Q1 		$481K Sell
8,444
-384
-4% -$25.7K 0.13% 80
2025
Q4 		$577K Sell
8,828
-192
-2% -$12.9K 0.15% 79
2025
Q3 		$602K Hold
9,020
– – 0.16% 79
2025
Q2 		$621K Sell
9,020
-89
-1% -$6.25K 0.19% 78
2025
Q1 		$610K Sell
9,109
-222
-2% -$14.3K 0.19% 74
2024
Q4 		$595K Sell
9,331
-201
-2% -$13.6K 0.18% 77
2024
Q3 		$697K Buy
9,532
+89
+0.9% +$6.15K 0.22% 71
2024
Q2 		$584K Buy
9,443
+54
+0.6% +$3.19K 0.19% 78
2024
Q1 		$530K Hold
9,389
– – 0.19% 81
2023
Q4 		$512K Sell
9,389
-390
-4% -$21K 0.19% 82
2023
Q3 		$543K Hold
9,779
– – 0.22% 75
2023
Q2 		$573K Hold
9,779
– – 0.23% 75
2023
Q1 		$571K Hold
9,779
– – 0.24% 72
2022
Q4 		$554K Hold
9,779
– – 0.25% 73
2022
Q3 		$482K Sell
9,779
-50
-0.5% -$2.61K 0.23% 75
2022
Q2 		$507K Sell
9,829
-127
-1% -$6.47K 0.23% 78
2022
Q1 		$510K Sell
9,956
-89
-0.9% -$4.95K 0.19% 81
2021
Q4 		$608K Sell
10,045
-297
-3% -$17.6K 0.22% 76
2021
Q3 		$631K Hold
10,342
– – 0.26% 72
2021
Q2 		$681K Sell
10,342
-750
-7% -$49.9K 0.28% 69
2021
Q1 		$697K Buy
11,092
+560
+5% +$35.7K 0.3% 68
2020
Q4 		$715K Buy
10,532
+2,410
+30% +$164K 0.35% 64
2020
Q3 		$564K Buy
8,122
+73
+0.9% +$4.87K 0.28% 70
2020
Q2 		$497K Sell
8,049
-86
-1% -$5.14K 0.27% 70
2020
Q1 		$463K Sell
8,135
-3,378
-29% -$212K 0.32% 68
2019
Q4 		$740K Buy
11,513
+1
+0% +$66 0.4% 64
2019
Q3 		$778K Sell
11,512
-177
-2% -$12.3K 0.44% 61
2019
Q2 		$815K Buy
11,689
+88
+0.8% +$5.97K 0.48% 61
2019
Q1 		$753K Hold
11,601
– – 0.47% 60
2018
Q4 		$682K Buy
11,601
+2,979
+35% +$180K 0.5% 58
2018
Q3 		$534K Hold
8,622
– – 0.37% 70
2018
Q2 		$536K Hold
8,622
– – 0.4% 68
2018
Q1 		$534K Sell
8,622
-2,045
-19% -$124K 0.42% 68
2017
Q4 		$664K Hold
10,667
– – 0.51% 62
2017
Q3 		$696K Hold
10,667
– – 0.57% 55
2017
Q2 		$649K Sell
10,667
-45
-0.4% -$2.68K 0.55% 59
2017
Q1 		$595K Buy
10,712
+356
+3% +$18K 0.51% 65
2016
Q4 		$538K Buy
10,356
+177
+2% +$8.25K 0.44% 67
2016
Q3 		$542K Hold
10,179
– – 0.45% 66
2016
Q2 		$549K Sell
10,179
-177
-2% -$9.09K 0.48% 63
2016
Q1 		$526K Hold
10,356
– – 0.48% 63
2015
Q4 		$502K Buy
+10,356
New +$505K 0.46% 64

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Physicians Financial Services's UL Position: Q2 2026 in Review

Physicians Financial Services held its Unilever (UL) position steady in Q2 2026 at 8,444 shares worth $508K. The position accounts for 0.13% of the portfolio, ranked #80.

Physicians Financial Services first reported a position in UL in Q4 2015 and has held it in 43 quarters since. The position peaked at $815K in Q2 2019. 385 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Physicians Financial Services held 8,444 shares of Unilever worth $508K as of Q2 2026.
  • Physicians Financial Services left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.13% of Physicians Financial Services's portfolio in Q2 2026, its #80 holding.
  • Physicians Financial Services first reported a position in Unilever in Q4 2015 and has held it in 43 quarters since.
  • Physicians Financial Services's Unilever position peaked at $815K in Q2 2019.
  • 385 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.