Salvus Wealth Management
UL icon

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
Q3 		$1.12M Hold
18,427
– – 0.64% 52
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 		$1000K 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% -$11K 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% +$9.5K 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

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Salvus Wealth Management's UL Position: Q3 2026 in Review

Salvus Wealth Management held its Unilever (UL) position steady in Q3 2026 at 18,427 shares worth $1.12M. The position accounts for 0.64% of the portfolio, ranked #52.

Salvus Wealth Management first reported a position in UL in Q4 2020 and has held it in 24 quarters since. 1,032 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Salvus Wealth Management held 18,427 shares of Unilever worth $1.12M as of Q3 2026.
  • Salvus Wealth Management left its Unilever share count unchanged in Q3 2026.
  • Unilever made up 0.64% of Salvus Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Salvus Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 24 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Salvus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.