Portside Wealth Group
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
Q3 		$2.77M Sell
45,652
-120
-0.3% -$7.54K 0.31% 73
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Portside Wealth Group's UL Position: Q3 2026 in Review

Portside Wealth Group reduced its Unilever (UL) stake by 0.26% in Q3 2026, selling an estimated $7.54K and leaving 45,652 shares worth $2.77M. The position accounts for 0.31% of the portfolio, ranked #73.

Portside Wealth Group first reported a position in UL in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.95M in Q3 2024. 674 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Portside Wealth Group held 45,652 shares of Unilever worth $2.77M as of Q3 2026.
  • Portside Wealth Group sold 120 Unilever shares in Q3 2026, an estimated $7.54K.
  • Unilever made up 0.31% of Portside Wealth Group's portfolio in Q3 2026, its #73 holding.
  • Portside Wealth Group first reported a position in Unilever in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's Unilever position peaked at $2.95M in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.