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Third View Private Wealth’s Unilever UL Stock Holding History

Third View Private Wealth’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 		$4.79M Buy
79,702
+10,952
+16% +$633K 0.59% 35
2026
Q1 		$3.92M Buy
68,750
+3,724
+6% +$250K 0.54% 44
2025
Q4 		$4.25M Buy
+65,026
New +$4.37M 0.57% 33

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Third View Private Wealth's UL Position: Q2 2026 in Review

Third View Private Wealth increased its Unilever (UL) stake by 16% in Q2 2026, buying an estimated $633K and bringing the position to 79,702 shares worth $4.79M. The position accounts for 0.59% of the portfolio, ranked #35.

Third View Private Wealth first reported a position in UL in Q4 2025 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Third View Private Wealth held 79,702 shares of Unilever worth $4.79M as of Q2 2026.
  • Third View Private Wealth bought 10,952 Unilever shares in Q2 2026, an estimated $633K.
  • Unilever made up 0.59% of Third View Private Wealth's portfolio in Q2 2026, its #35 holding.
  • Third View Private Wealth first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.