Simon Quick Advisors
UL icon

Simon Quick Advisors’s Unilever UL Stock Holding History

Simon Quick Advisors’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 		$281K Sell
4,620
-688
-13% -$43.2K 0.01% 379
2026
Q2 		$319K Buy
5,308
+788
+17% +$45.6K 0.01% 323
2026
Q1 		$258K Buy
+4,520
New +$303K 0.01% 330
2025
Q2 		– Sell
-7,340
Closed -$492K – 629
2025
Q1 		$492K Sell
7,340
-273
-4% -$17.6K 0.03% 300
2024
Q4 		$486K Buy
7,613
+641
+9% +$43.3K 0.03% 253
2024
Q3 		$509K Buy
+6,972
New +$482K 0.03% 232
2023
Q3 		– Sell
-5,025
Closed -$295K – 358
2023
Q2 		$295K Sell
5,025
-965
-16% -$57.3K 0.03% 206
2023
Q1 		$350K Buy
5,990
+1,653
+38% +$93.9K 0.04% 190
2022
Q4 		$246K Buy
+4,337
New +$232K 0.03% 201
2022
Q2 		– Sell
-1,036
Closed -$53K – 385
2022
Q1 		$53K Sell
1,036
-222
-18% -$12.4K 0.02% 200
2021
Q4 		$76K Sell
1,258
-354
-22% -$21K 0.02% 190
2021
Q3 		$98K Sell
1,612
-344
-18% -$21.9K 0.03% 173
2021
Q2 		$128K Hold
1,956
– – 0.03% 130
2021
Q1 		$122K Buy
1,956
+445
+29% +$28.3K 0.04% 132
2020
Q4 		$103K Buy
+1,511
New +$103K 0.03% 139
2019
Q3 		– Sell
-108
Closed -$7.56K – 527
2019
Q2 		$7.56K Buy
+108
New +$7.33K ﹤0.01% 242

Other funds holding UL

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
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

Simon Quick Advisors's UL Position: Q3 2026 in Review

Simon Quick Advisors reduced its Unilever (UL) stake by 13% in Q3 2026, selling an estimated $43.2K and leaving 4,620 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #379.

Simon Quick Advisors first reported a position in UL in Q2 2019 and has held it in 16 quarters since. The position peaked at $509K in Q3 2024. 414 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Simon Quick Advisors held 4,620 shares of Unilever worth $281K as of Q3 2026.
  • Simon Quick Advisors sold 688 Unilever shares in Q3 2026, an estimated $43.2K.
  • Unilever made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #379 holding.
  • Simon Quick Advisors first reported a position in Unilever in Q2 2019 and has held it in 16 quarters since.
  • Simon Quick Advisors's Unilever position peaked at $509K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.