Salvus Wealth Management’s Unilever UL Stock Holding History

Salvus Wealth Management’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	$1.11M	Buy	18,427 +4,212	+30%	+$243K	0.62%	53
2026 Q1	$810K	Sell	14,215 -882	-6%	-$59.1K	0.47%	60
2025 Q4	$987K	Buy	15,097 +537	+4%	+$36.1K	0.55%	51
2025 Q3	$971K	Buy	14,560 +36	+0.2%	+$2.48K	0.54%	54
2025 Q2	$1,000K	Sell	14,524 -227	-2%	-$15.9K	0.58%	49
2025 Q1	$988K	Buy	14,751 +449	+3%	+$29K	0.62%	46
2024 Q4	$912K	Sell	14,302 -54	-0.4%	-$3.65K	0.58%	47
2024 Q3	$1.05M	Buy	14,356 +76	+0.5%	+$5.25K	0.64%	43
2024 Q2	$883K	Sell	14,280 -187	-1%	-$11.1K	0.61%	46
2024 Q1	$817K	Buy	14,467 +2,409	+20%	+$133K	0.56%	46
2023 Q4	$658K	Sell	12,058 -115	-0.9%	-$6.2K	0.47%	59
2023 Q3	$677K	Buy	12,173 +1,613	+15%	+$93.2K	0.54%	51
2023 Q2	$619K	Buy	10,560 +351	+3%	+$20.8K	0.48%	59
2023 Q1	$596K	Hold	10,209	–	–	0.48%	59
2022 Q4	$578K	Buy	10,209 +178	+2%	+$9.53K	0.53%	54
2022 Q3	$495K	Sell	10,031 -116	-1%	-$6.06K	0.47%	57
2022 Q2	$523K	Buy	10,147 +1,951	+24%	+$99.4K	0.47%	55
2022 Q1	$420K	Sell	8,196 -44	-0.5%	-$2.45K	0.32%	73
2021 Q4	$499K	Buy	8,240 +742	+10%	+$44.1K	0.36%	63
2021 Q3	$457K	Hold	7,498	–	–	0.37%	63
2021 Q2	$496K	Buy	7,498 +1,391	+23%	+$92.5K	0.42%	58
2021 Q1	$392K	Buy	6,107 +1,978	+48%	+$126K	0.37%	63
2020 Q4	$281K	Buy	+4,129	New	+$280K	0.3%	71

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

Salvus Wealth Management's UL Position: Q2 2026 in Review

Salvus Wealth Management increased its Unilever (UL) stake by 30% in Q2 2026, buying an estimated $243K and bringing the position to 18,427 shares worth $1.11M. The position accounts for 0.62% of the portfolio, ranked #53.

Salvus Wealth Management first reported a position in UL in Q4 2020 and has held it in 23 quarters since. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Salvus Wealth Management held 18,427 shares of Unilever worth $1.11M as of Q2 2026.
Salvus Wealth Management bought 4,212 Unilever shares in Q2 2026, an estimated $243K.
Unilever made up 0.62% of Salvus Wealth Management's portfolio in Q2 2026, its #53 holding.
Salvus Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.