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 Q3	$4.98M	Buy	81,923 +2,221	+3%	+$140K	0.59%	35
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 Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Third View Private Wealth's UL Position: Q3 2026 in Review

Third View Private Wealth increased its Unilever (UL) stake by 2.8% in Q3 2026, buying an estimated $140K and bringing the position to 81,923 shares worth $4.98M. 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 4 quarters since. 674 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Third View Private Wealth held 81,923 shares of Unilever worth $4.98M as of Q3 2026.
Third View Private Wealth bought 2,221 Unilever shares in Q3 2026, an estimated $140K.
Unilever made up 0.59% of Third View Private Wealth's portfolio in Q3 2026, its #35 holding.
Third View Private Wealth first reported a position in Unilever in Q4 2025 and has held it in 4 quarters since.
674 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.