Powers Advisory Group
UL icon

Powers Advisory Group’s Unilever UL Stock Holding History

Powers Advisory 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 		$407K Sell
6,708
-866
-11% -$54.4K 0.12% 86
2026
Q2 		$455K Sell
7,574
-33
-0.4% -$1.91K 0.14% 86
2026
Q1 		$433K Sell
7,607
-242
-3% -$16.2K 0.15% 80
2025
Q4 		$513K Sell
7,849
-99
-1% -$6.65K 0.19% 73
2025
Q3 		$530K Sell
7,948
-3
-0% -$207 0.21% 69
2025
Q2 		$547K Buy
7,951
+27
+0.3% +$1.9K 0.24% 64
2025
Q1 		$531K Sell
7,924
-426
-5% -$27.5K 0.25% 64
2024
Q4 		$533K Buy
8,350
+28
+0.3% +$1.89K 0.27% 58
2024
Q3 		$608K Sell
8,322
-23
-0.3% -$1.59K 0.3% 53
2024
Q2 		$516K Sell
8,345
-262
-3% -$15.5K 0.28% 57
2024
Q1 		$486K Sell
8,607
-549
-6% -$30.4K 0.28% 59
2023
Q4 		$499K Sell
9,156
-468
-5% -$25.2K 0.31% 56
2023
Q3 		$535K Sell
9,624
-126
-1% -$7.28K 0.36% 51
2023
Q2 		$572K Buy
9,750
+36
+0.4% +$2.14K 0.38% 50
2023
Q1 		$567K Sell
9,714
-59
-0.6% -$3.35K 0.4% 49
2022
Q4 		$554K Sell
9,773
-294
-3% -$15.7K 0.41% 51
2022
Q3 		$496K Buy
10,067
+39
+0.4% +$2.04K 0.4% 54
2022
Q2 		$517K Sell
10,028
-219
-2% -$11.2K 0.4% 58
2022
Q1 		$525K Buy
10,247
+152
+2% +$8.46K 0.37% 62
2021
Q4 		$611K Buy
+10,095
New +$600K 0.43% 52

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
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
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Powers Advisory Group's UL Position: Q3 2026 in Review

Powers Advisory Group reduced its Unilever (UL) stake by 11% in Q3 2026, selling an estimated $54.4K and leaving 6,708 shares worth $407K. The position accounts for 0.12% of the portfolio, ranked #86.

Powers Advisory Group first reported a position in UL in Q4 2021 and has held it in 20 quarters since. The position peaked at $611K in Q4 2021. 262 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Powers Advisory Group held 6,708 shares of Unilever worth $407K as of Q3 2026.
  • Powers Advisory Group sold 866 Unilever shares in Q3 2026, an estimated $54.4K.
  • Unilever made up 0.12% of Powers Advisory Group's portfolio in Q3 2026, its #86 holding.
  • Powers Advisory Group first reported a position in Unilever in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Unilever position peaked at $611K in Q4 2021.
  • 262 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.