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Toth Financial Advisory’s Unilever UL Stock Holding History

Toth Financial Advisory’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 		$1.46K Buy
+24
New +$1.51K ﹤0.01% 853
2026
Q1 		– Sell
-2
Closed -$131 – 1023
2025
Q4 		$131 Buy
+2
New +$134 ﹤0.01% 879

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RT
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MCP
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GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Toth Financial Advisory's UL Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Unilever (UL) in Q3 2026: 24 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in UL as recently as Q4 2025.

Toth Financial Advisory first reported a position in UL in Q4 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Toth Financial Advisory held 24 shares of Unilever worth $1.46K as of Q3 2026.
  • Unilever was a new Toth Financial Advisory position in Q3 2026.
  • Unilever made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #853 holding.
  • Toth Financial Advisory first reported a position in Unilever in Q4 2025 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.