SRH Advisors’s Unilever UL Stock Holding History

SRH 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	$14.3K	Hold	236	–	–	﹤0.01%	195
2026 Q2	$14.2K	Hold	236	–	–	﹤0.01%	201
2026 Q1	$13.4K	Hold	236	–	–	﹤0.01%	202
2025 Q4	$15.4K	Sell	236 -1	-0.4%	-$67	﹤0.01%	197
2025 Q3	$15.8K	Hold	237	–	–	﹤0.01%	186
2025 Q2	$16.3K	Hold	237	–	–	0.01%	177
2025 Q1	$15.9K	Hold	237	–	–	﹤0.01%	182
2024 Q4	$15.1K	Hold	237	–	–	﹤0.01%	195
2024 Q3	$17.3K	Hold	237	–	–	0.01%	184
2024 Q2	$14.7K	Hold	237	–	–	﹤0.01%	192
2024 Q1	$13.4K	Hold	237	–	–	﹤0.01%	198
2023 Q4	$12.9K	Hold	237	–	–	﹤0.01%	196
2023 Q3	$13.2K	Sell	237 -33	-12%	-$1.91K	0.01%	179
2023 Q2	$15.8K	Hold	270	–	–	0.01%	169
2023 Q1	$16K	Hold	270	–	–	0.01%	170
2022 Q4	$15K	Sell	270 -148	-35%	-$7.92K	0.01%	176
2022 Q3	$21K	Hold	418	–	–	0.03%	164
2022 Q2	$22K	Hold	418	–	–	0.03%	158
2022 Q1	$21K	Hold	418	–	–	0.02%	172
2021 Q4	$25K	Hold	418	–	–	0.03%	162
2021 Q3	$25K	Sell	418 -148	-26%	-$9.43K	0.03%	157
2021 Q2	$37K	Hold	566	–	–	0.05%	143
2021 Q1	$36K	Hold	566	–	–	0.05%	131
2020 Q4	$38K	Buy	566 +33	+6%	+$2.24K	0.06%	129
2020 Q3	$37K	Hold	533	–	–	0.07%	113
2020 Q2	$33K	Hold	533	–	–	0.08%	104
2020 Q1	$30K	Hold	533	–	–	0.08%	94
2019 Q4	$34K	Hold	533	–	–	0.11%	97
2019 Q3	$36K	Hold	533	–	–	0.12%	97
2019 Q2	$37K	Hold	533	–	–	0.13%	92
2019 Q1	$35K	Hold	533	–	–	0.12%	91
2018 Q4	$31K	Hold	533	–	–	0.12%	95
2018 Q3	$33K	Hold	533	–	–	0.11%	105
2018 Q2	$33K	Hold	533	–	–	0.12%	101
2018 Q1	$33K	Hold	533	–	–	0.13%	92
2017 Q4	$33K	Hold	533	–	–	0.13%	87
2017 Q3	$35K	Hold	533	–	–	0.15%	86
2017 Q2	$32K	Hold	533	–	–	0.15%	76
2017 Q1	$30K	Hold	533	–	–	0.14%	77
2016 Q4	$24K	Hold	533	–	–	0.12%	81
2016 Q3	$28K	Hold	533	–	–	0.15%	75
2016 Q2	$29K	Hold	533	–	–	0.15%	72
2016 Q1	$27K	Hold	533	–	–	0.15%	74
2015 Q4	$26K	Hold	533	–	–	0.15%	74
2015 Q3	$24K	Hold	533	–	–	0.14%	74
2015 Q2	$26K	Hold	533	–	–	0.16%	74
2015 Q1	$25K	Hold	533	–	–	0.17%	67
2014 Q4	$24K	Hold	533	–	–	0.16%	69
2014 Q3	$25K	Hold	533	–	–	0.19%	62
2014 Q2	$27K	Hold	533	–	–	0.21%	62
2014 Q1	$26K	Hold	533	–	–	0.21%	62
2013 Q4	$25K	Buy	+533	New	+$23.9K	0.25%	62

Other funds holding UL

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

SRH Advisors's UL Position: Q3 2026 in Review

SRH Advisors held its Unilever (UL) position steady in Q3 2026 at 236 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

SRH Advisors first reported a position in UL in Q4 2013 and has held it in 52 quarters since. The position peaked at $38K in Q4 2020. 456 funds tracked by Wall St. Rank hold UL as of Q3 2026.

SRH Advisors held 236 shares of Unilever worth $14.3K as of Q3 2026.
SRH Advisors left its Unilever share count unchanged in Q3 2026.
Unilever made up ﹤0.01% of SRH Advisors's portfolio in Q3 2026, its #195 holding.
SRH Advisors first reported a position in Unilever in Q4 2013 and has held it in 52 quarters since.
SRH Advisors's Unilever position peaked at $38K in Q4 2020.
456 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.