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Tectonic Advisors’s Unilever UL Stock Holding History

Tectonic 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
Q2 		$1.43M Buy
23,818
+4,209
+21% +$243K 0.07% 149
2026
Q1 		$1.12M Buy
19,609
+66
+0.3% +$4.42K 0.06% 157
2025
Q4 		$1.28M Sell
19,543
-851
-4% -$57.2K 0.07% 146
2025
Q3 		$1.36M Sell
20,394
-984
-5% -$67.9K 0.07% 142
2025
Q2 		$1.47M Sell
21,378
-1,475
-6% -$103K 0.09% 124
2025
Q1 		$1.53M Sell
22,853
-2,514
-10% -$162K 0.1% 120
2024
Q4 		$1.62M Buy
25,367
+207
+0.8% +$14K 0.11% 118
2024
Q3 		$1.84M Sell
25,160
-2,732
-10% -$189K 0.12% 100
2024
Q2 		$1.73M Buy
27,892
+151
+0.5% +$8.92K 0.12% 102
2024
Q1 		$1.57M Buy
27,741
+4,792
+21% +$265K 0.12% 100
2023
Q4 		$1.25M Sell
22,949
-567
-2% -$30.6K 0.1% 109
2023
Q3 		$1.31M Buy
23,516
+1,139
+5% +$65.8K 0.12% 94
2023
Q2 		$1.31M Sell
22,377
-2,051
-8% -$122K 0.16% 93
2023
Q1 		$1.43M Buy
24,428
+2,288
+10% +$130K 0.2% 86
2022
Q4 		$1.25M Buy
22,140
+2,037
+10% +$109K 0.19% 87
2022
Q3 		$991K Buy
20,103
+1,156
+6% +$60.4K 0.18% 90
2022
Q2 		$977K Sell
18,947
-1,837
-9% -$93.6K 0.18% 91
2022
Q1 		$1.06M Buy
20,784
+1,998
+11% +$111K 0.18% 84
2021
Q4 		$1.14M Buy
18,786
+743
+4% +$44.1K 0.2% 72
2021
Q3 		$1.1M Buy
18,043
+434
+2% +$27.7K 0.22% 63
2021
Q2 		$1.16M Sell
17,609
-1,164
-6% -$77.4K 0.24% 62
2021
Q1 		$1.18M Buy
18,773
+316
+2% +$20.1K 0.29% 59
2020
Q4 		$1.25M Buy
+18,457
New +$1.25M 0.34% 54

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors's UL Position: Q2 2026 in Review

Tectonic Advisors increased its Unilever (UL) stake by 21% in Q2 2026, buying an estimated $243K and bringing the position to 23,818 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #149.

Tectonic Advisors first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q3 2024. 213 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Tectonic Advisors held 23,818 shares of Unilever worth $1.43M as of Q2 2026.
  • Tectonic Advisors bought 4,209 Unilever shares in Q2 2026, an estimated $243K.
  • Unilever made up 0.07% of Tectonic Advisors's portfolio in Q2 2026, its #149 holding.
  • Tectonic Advisors first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Tectonic Advisors's Unilever position peaked at $1.84M in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.