SGC
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Slocum, Gordon & Co’s Unilever UL Stock Holding History

Slocum, Gordon & Co’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 		$3.5M Sell
58,181
-6,761
-10% -$391K 2.32% 15
2026
Q1 		$3.7M Sell
64,942
-548
-0.8% -$36.7K 2.52% 12
2025
Q4 		$4.28M Sell
65,490
-777
-1% -$52.2K 3.1% 11
2025
Q3 		$4.42M Sell
66,267
-60
-0.1% -$4.14K 3.53% 10
2025
Q2 		$4.56M Sell
66,327
-885
-1% -$62.1K 3.68% 10
2025
Q1 		$4.5M Buy
67,212
+46,968
+232% +$3.03M 3.35% 10
2024
Q4 		$1.29M Sell
20,244
-4,705
-19% -$318K 1.06% 26
2024
Q3 		$1.82M Sell
24,949
-434
-2% -$30K 0.73% 29
2024
Q2 		$1.57M Sell
25,383
-208
-0.8% -$12.3K 1.17% 25
2024
Q1 		$1.44M Sell
25,591
-365
-1% -$20.2K 1.07% 26
2023
Q4 		$1.42M Sell
25,956
-103
-0.4% -$5.56K 1.24% 24
2023
Q3 		$1.45M Hold
26,059
– – 1.26% 22
2023
Q2 		$1.53M Sell
26,059
-224
-0.9% -$13.3K 1.11% 21
2023
Q1 		$1.54M Sell
26,283
-13,491
-34% -$766K 1.27% 21
2022
Q4 		$2.25M Buy
+39,774
New +$2.13M 1.45% 19

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Slocum, Gordon & Co's UL Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Unilever (UL) stake by 10% in Q2 2026, selling an estimated $391K and leaving 58,181 shares worth $3.5M. The position accounts for 2.32% of the portfolio, ranked #15.

Slocum, Gordon & Co first reported a position in UL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.56M in Q2 2025. 421 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Slocum, Gordon & Co held 58,181 shares of Unilever worth $3.5M as of Q2 2026.
  • Slocum, Gordon & Co sold 6,761 Unilever shares in Q2 2026, an estimated $391K.
  • Unilever made up 2.32% of Slocum, Gordon & Co's portfolio in Q2 2026, its #15 holding.
  • Slocum, Gordon & Co first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
  • Slocum, Gordon & Co's Unilever position peaked at $4.56M in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.