PWG
UL icon

Portside Wealth Group’s Unilever UL Stock Holding History

Portside Wealth Group’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 		$2.75M Buy
45,772
+4,035
+10% +$233K 0.32% 70
2026
Q1 		$2.38M Sell
41,737
-650
-2% -$43.6K 0.32% 73
2025
Q4 		$2.77M Buy
42,387
+1,847
+5% +$124K 0.37% 60
2025
Q3 		$2.7M Buy
40,540
+1,260
+3% +$87K 0.37% 62
2025
Q2 		$2.7M Buy
39,280
+113
+0.3% +$7.93K 0.4% 63
2025
Q1 		$2.62M Sell
39,167
-1,025
-3% -$66.1K 0.43% 63
2024
Q4 		$2.56M Sell
40,192
-129
-0.3% -$8.71K 0.42% 60
2024
Q3 		$2.95M Buy
40,321
+1,357
+3% +$93.8K 0.5% 53
2024
Q2 		$2.41M Buy
38,964
+2,968
+8% +$175K 0.46% 58
2024
Q1 		$2.03M Buy
35,996
+6,603
+22% +$366K 0.38% 76
2023
Q4 		$1.6M Sell
29,393
-3,693
-11% -$199K 0.3% 87
2023
Q3 		$1.84M Buy
33,086
+4,107
+14% +$237K 0.35% 78
2023
Q2 		$1.7M Buy
+28,979
New +$1.72M 0.32% 85

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

Portside Wealth Group's UL Position: Q2 2026 in Review

Portside Wealth Group increased its Unilever (UL) stake by 9.7% in Q2 2026, buying an estimated $233K and bringing the position to 45,772 shares worth $2.75M. The position accounts for 0.32% of the portfolio, ranked #70.

Portside Wealth Group first reported a position in UL in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.95M in Q3 2024. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Portside Wealth Group held 45,772 shares of Unilever worth $2.75M as of Q2 2026.
  • Portside Wealth Group bought 4,035 Unilever shares in Q2 2026, an estimated $233K.
  • Unilever made up 0.32% of Portside Wealth Group's portfolio in Q2 2026, its #70 holding.
  • Portside Wealth Group first reported a position in Unilever in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Unilever position peaked at $2.95M in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.