RT
UL icon

Rockland Trust’s Unilever UL Stock Holding History

Rockland Trust’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 		$9.58M Sell
157,790
-4,449
-3% -$279K 0.37% 64
2026
Q2 		$9.75M Buy
162,239
+27,415
+20% +$1.58M 0.38% 69
2026
Q1 		$7.68M Buy
+134,824
New +$9.04M 0.31% 76
2025
Q4 		– Sell
-126,505
Closed -$8.44M – 319
2025
Q3 		$8.44M Sell
126,505
-17,699
-12% -$1.22M 0.35% 73
2025
Q2 		$9.92M Sell
144,204
-5,663
-4% -$397K 0.48% 64
2025
Q1 		$10M Sell
149,867
-8,358
-5% -$539K 0.5% 61
2024
Q4 		$10.1M Sell
158,225
-3,930
-2% -$265K 0.51% 58
2024
Q3 		$11.9M Sell
162,155
-1,897
-1% -$131K 0.58% 54
2024
Q2 		$10.1M Buy
164,052
+5,788
+4% +$342K 0.54% 56
2024
Q1 		$8.94M Buy
158,264
+3,389
+2% +$188K 0.47% 64
2023
Q4 		$8.45M Buy
154,875
+17,655
+13% +$952K 0.46% 60
2023
Q3 		$7.63M Buy
137,220
+1,939
+1% +$112K 0.46% 60
2023
Q2 		$7.93M Sell
135,281
-5,012
-4% -$298K 0.47% 64
2023
Q1 		$8.2M Buy
140,293
+1,713
+1% +$97.3K 0.52% 62
2022
Q4 		$7.85M Buy
138,580
+1,739
+1% +$93.1K 0.5% 66
2022
Q3 		$6.75M Buy
136,841
+4,709
+4% +$246K 0.48% 66
2022
Q2 		$6.81M Sell
132,132
-6,312
-5% -$321K 0.47% 65
2022
Q1 		$7.1M Buy
138,444
+44,737
+48% +$2.49M 0.45% 63
2021
Q4 		$5.67M Buy
93,707
+7,683
+9% +$456K 0.36% 72
2021
Q3 		$5.25M Buy
86,024
+5,835
+7% +$372K 0.37% 69
2021
Q2 		$5.28M Buy
80,189
+845
+1% +$56.2K 0.36% 70
2021
Q1 		$4.98M Buy
79,344
+11,191
+16% +$713K 0.36% 70
2020
Q4 		$4.63M Buy
+68,153
New +$4.62M 0.36% 68

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Rockland Trust's UL Position: Q3 2026 in Review

Rockland Trust reduced its Unilever (UL) stake by 2.7% in Q3 2026, selling an estimated $279K and leaving 157,790 shares worth $9.58M. The position accounts for 0.37% of the portfolio, ranked #64.

Rockland Trust first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.9M in Q3 2024. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Rockland Trust held 157,790 shares of Unilever worth $9.58M as of Q3 2026.
  • Rockland Trust sold 4,449 Unilever shares in Q3 2026, an estimated $279K.
  • Unilever made up 0.37% of Rockland Trust's portfolio in Q3 2026, its #64 holding.
  • Rockland Trust first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Rockland Trust's Unilever position peaked at $11.9M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.