Range Financial Group
UL icon

Range Financial Group’s Unilever UL Stock Holding History

Range Financial 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 		– Sell
-8,396
Closed -$505K – 235
2026
Q2 		$505K Buy
8,396
+704
+9% +$40.7K 0.14% 145
2026
Q1 		$438K Sell
7,692
-65
-0.8% -$4.36K 0.15% 141
2025
Q4 		$507K Sell
7,757
-489
-6% -$32.9K 0.18% 131
2025
Q3 		$550K Sell
8,246
-683
-8% -$47.1K 0.2% 121
2025
Q2 		$614K Buy
8,929
+47
+0.5% +$3.3K 0.24% 109
2025
Q1 		$595K Sell
8,882
-198
-2% -$12.8K 0.26% 105
2024
Q4 		$579K Buy
9,080
+6,208
+216% +$419K 0.27% 105
2024
Q3 		$210K Sell
2,872
-6,268
-69% -$433K 0.29% 78
2024
Q2 		$565K Sell
9,140
-112
-1% -$6.62K 0.29% 100
2024
Q1 		$522K Buy
9,252
+1,219
+15% +$67.5K 0.27% 106
2023
Q4 		$438K Sell
8,033
-1,300
-14% -$70.1K 0.26% 114
2023
Q3 		$519K Sell
9,333
-411
-4% -$23.8K 0.34% 93
2023
Q2 		$571K Sell
9,744
-1,400
-13% -$83.1K 0.36% 98
2023
Q1 		$651K Sell
11,144
-463
-4% -$26.3K 0.43% 89
2022
Q4 		$657K Buy
11,607
+174
+2% +$9.31K 0.45% 92
2022
Q3 		$564K Buy
11,433
+668
+6% +$34.9K 0.44% 96
2022
Q2 		$555K Buy
10,765
+664
+7% +$33.8K 0.4% 101
2022
Q1 		$518K Buy
10,101
+1,618
+19% +$90.1K 0.33% 106
2021
Q4 		$513K Sell
8,483
-987
-10% -$58.6K 0.34% 104
2021
Q3 		$578K Buy
9,470
+816
+9% +$52K 0.42% 86
2021
Q2 		$570K Buy
8,654
+252
+3% +$16.8K 0.42% 86
2021
Q1 		$528K Buy
+8,402
New +$535K 0.48% 83

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Everett Harris & Co
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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

Range Financial Group's UL Position: Q3 2026 in Review

Range Financial Group sold out of Unilever (UL) in Q3 2026, closing a stake of 8,396 shares — an estimated $505K sold.

Range Financial Group first reported a position in UL in Q1 2021 and held it in 22 quarters. The position peaked at $657K in Q4 2022. 425 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Range Financial Group reported no remaining Unilever position as of Q3 2026 after selling out during the quarter.
  • Range Financial Group sold 8,396 Unilever shares in Q3 2026, an estimated $505K.
  • Range Financial Group first reported a position in Unilever in Q1 2021 and held it in 22 quarters.
  • Range Financial Group's Unilever position peaked at $657K in Q4 2022.
  • 425 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Range Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.