Townsend & Associates
UL icon

Townsend & Associates’s Unilever UL Stock Holding History

Townsend & Associates’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 		$1.9M Sell
28,738
-18
-0.1% -$1.13K 0.16% 60
2026
Q2 		$1.78M Buy
28,756
+1,268
+5% +$73.3K 0.15% 61
2026
Q1 		$1.58M Buy
27,488
+479
+2% +$32.1K 0.14% 61
2025
Q4 		$1.73M Buy
27,009
+205
+0.8% +$13.8K 0.15% 59
2025
Q3 		$1.9M Buy
26,804
+169
+0.6% +$11.7K 0.18% 56
2025
Q2 		$1.81M Buy
+26,635
New +$1.87M 0.18% 57
2018
Q1 		– Sell
-17,634
Closed -$1.1M – 200
2017
Q4 		$1.1M Buy
+17,634
New +$1.12M 0.94% 35

Other funds holding UL

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Townsend & Associates's UL Position: Q3 2026 in Review

Townsend & Associates reduced its Unilever (UL) stake by 0.06% in Q3 2026, selling an estimated $1.13K and leaving 28,738 shares worth $1.9M. The position accounts for 0.16% of the portfolio, ranked #60.

Townsend & Associates first reported a position in UL in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.9M in Q3 2025. 487 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Townsend & Associates held 28,738 shares of Unilever worth $1.9M as of Q3 2026.
  • Townsend & Associates sold 18 Unilever shares in Q3 2026, an estimated $1.13K.
  • Unilever made up 0.16% of Townsend & Associates's portfolio in Q3 2026, its #60 holding.
  • Townsend & Associates first reported a position in Unilever in Q4 2017 and has held it in 7 quarters since.
  • Townsend & Associates's Unilever position peaked at $1.9M in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.