Retirement Wealth Solutions’s Unilever UL Stock Holding History

Retirement Wealth Solutions’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	$7.39K	Sell	123 -6	-5%	-$347	﹤0.01%	273
2026 Q1	$7.35K	Sell	129 -7	-5%	-$469	﹤0.01%	251
2025 Q4	$8.89K	Buy	136 +20	+17%	+$1.34K	0.01%	238
2025 Q3	$7.71K	Buy	116 +61	+111%	+$4.21K	0.01%	250
2025 Q2	$3.79K	Hold	55	–	–	﹤0.01%	330
2025 Q1	$3.69K	Hold	55	–	–	﹤0.01%	320
2024 Q4	$3.42K	Buy	+55	New	+$3.71K	﹤0.01%	331

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 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

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

Retirement Wealth Solutions's UL Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Unilever (UL) stake by 4.7% in Q2 2026, selling an estimated $347 and leaving 123 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Retirement Wealth Solutions first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.89K in Q4 2025. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Retirement Wealth Solutions held 123 shares of Unilever worth $7.39K as of Q2 2026.
Retirement Wealth Solutions sold 6 Unilever shares in Q2 2026, an estimated $347.
Unilever made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #273 holding.
Retirement Wealth Solutions first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Unilever position peaked at $8.89K in Q4 2025.
183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.