SIS
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Sound Income Strategies’s Unilever UL Stock Holding History

Sound Income Strategies’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 		$295K Sell
4,901
-166
-3% -$9.6K 0.01% 381
2026
Q1 		$284K Buy
5,067
+165
+3% +$11.1K 0.01% 334
2025
Q4 		$316K Buy
4,902
+225
+5% +$15.1K 0.02% 314
2025
Q3 		$310K Sell
4,677
-234
-5% -$16.1K 0.02% 235
2025
Q2 		$338K Sell
4,911
-1,374
-22% -$96.4K 0.02% 217
2025
Q1 		$421K Sell
6,285
-335
-5% -$21.6K 0.02% 198
2024
Q4 		$422K Sell
6,620
-81,385
-92% -$5.5M 0.03% 175
2024
Q3 		$6.43M Sell
88,005
-75,990
-46% -$5.25M 0.41% 62
2024
Q2 		$10.1M Buy
163,995
+11,488
+8% +$679K 0.63% 51
2024
Q1 		$8.61M Buy
152,507
+10,716
+8% +$594K 0.64% 51
2023
Q4 		$7.73M Buy
141,791
+10,400
+8% +$561K 0.64% 52
2023
Q3 		$7.3M Buy
131,391
+9,915
+8% +$573K 0.62% 52
2023
Q2 		$7.12M Buy
121,476
+7,864
+7% +$467K 0.73% 47
2023
Q1 		$6.64M Buy
113,612
+14,529
+15% +$825K 0.72% 49
2022
Q4 		$5.61M Buy
99,083
+12,562
+15% +$672K 0.72% 45
2022
Q3 		$4.27M Buy
86,521
+13,179
+18% +$689K 0.62% 48
2022
Q2 		$3.78M Buy
73,342
+40,700
+125% +$2.07M 0.5% 53
2022
Q1 		$1.67M Buy
32,642
+32,020
+5,148% +$1.78M 0.19% 72
2021
Q4 		$38K Sell
622
-30
-5% -$1.78K ﹤0.01% 265
2021
Q3 		$40K Hold
652
– – 0.01% 250
2021
Q2 		$43K Sell
652
-179
-22% -$11.9K 0.01% 243
2021
Q1 		$52.2K Buy
831
+13
+2% +$828 0.01% 216
2020
Q4 		$56K Buy
818
+689
+534% +$46.7K 0.01% 193
2020
Q3 		$9K Hold
129
– – ﹤0.01% 445
2020
Q2 		$8K Buy
129
+99
+330% +$5.92K ﹤0.01% 440
2020
Q1 		$2K Hold
30
– – ﹤0.01% 613
2019
Q4 		$2K Hold
30
– – ﹤0.01% 587
2019
Q3 		$2K Hold
30
– – ﹤0.01% 552
2019
Q2 		$2K Hold
30
– – ﹤0.01% 567
2019
Q1 		$2K Sell
30
-14
-32% -$853 ﹤0.01% 568
2018
Q4 		$3K Hold
44
– – ﹤0.01% 508
2018
Q3 		$3K Buy
44
+14
+47% +$883 ﹤0.01% 519
2018
Q2 		$2K Hold
30
– – ﹤0.01% 521
2018
Q1 		$2K Hold
30
– – ﹤0.01% 489
2017
Q4 		$2K Buy
+30
New +$1.9K ﹤0.01% 418

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Sound Income Strategies's UL Position: Q2 2026 in Review

Sound Income Strategies reduced its Unilever (UL) stake by 3.3% in Q2 2026, selling an estimated $9.6K and leaving 4,901 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #381.

Sound Income Strategies first reported a position in UL in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.1M in Q2 2024. 472 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sound Income Strategies held 4,901 shares of Unilever worth $295K as of Q2 2026.
  • Sound Income Strategies sold 166 Unilever shares in Q2 2026, an estimated $9.6K.
  • Unilever made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #381 holding.
  • Sound Income Strategies first reported a position in Unilever in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's Unilever position peaked at $10.1M in Q2 2024.
  • 472 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.