Pinnacle Wealth Planning Services
UL icon

Pinnacle Wealth Planning Services’s Unilever UL Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$240K Buy
3,958
+398
+11% +$25K 0.02% 439
2026
Q2 		$214K Buy
3,560
+147
+4% +$8.5K 0.02% 493
2026
Q1 		$194K Sell
3,413
-70
-2% -$4.69K 0.02% 491
2025
Q4 		$228K Sell
3,483
-264
-7% -$17.7K 0.02% 425
2025
Q3 		$250K Sell
3,747
-691
-16% -$47.7K 0.03% 378
2025
Q2 		$305K Buy
+4,438
New +$311K 0.04% 294
2024
Q4 		– Sell
-3,087
Closed -$226K – 556
2024
Q3 		$226K Buy
+3,087
New +$213K 0.03% 418
2024
Q1 		– Sell
-4,705
Closed -$257K – 533
2023
Q4 		$257K Sell
4,705
-999
-18% -$53.9K 0.04% 316
2023
Q3 		$317K Sell
5,704
-665
-10% -$38.4K 0.05% 243
2023
Q2 		$374K Sell
6,369
-382
-6% -$22.7K 0.06% 217
2023
Q1 		$394K Sell
6,751
-1,410
-17% -$80.1K 0.07% 213
2022
Q4 		$462K Sell
8,161
-5,338
-40% -$286K 0.08% 177
2022
Q3 		$666K Buy
13,499
+2,483
+23% +$130K 0.12% 106
2022
Q2 		$568K Buy
11,016
+6,151
+126% +$313K 0.1% 134
2022
Q1 		$249K Sell
4,865
-5,757
-54% -$320K 0.05% 318
2021
Q4 		$643K Buy
10,622
+633
+6% +$37.6K 0.13% 122
2021
Q3 		$609K Buy
9,989
+592
+6% +$37.7K 0.13% 117
2021
Q2 		$618K Buy
9,397
+777
+9% +$51.7K 0.14% 114
2021
Q1 		$542K Buy
8,620
+3,855
+81% +$246K 0.14% 118
2020
Q4 		$324K Buy
+4,765
New +$323K 0.08% 181

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
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
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

Pinnacle Wealth Planning Services's UL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Unilever (UL) stake by 11% in Q3 2026, buying an estimated $25K and bringing the position to 3,958 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #439.

Pinnacle Wealth Planning Services first reported a position in UL in Q4 2020 and has held it in 20 quarters since. The position peaked at $666K in Q3 2022. 396 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,958 shares of Unilever worth $240K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 398 Unilever shares in Q3 2026, an estimated $25K.
  • Unilever made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #439 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unilever in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Unilever position peaked at $666K in Q3 2022.
  • 396 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.