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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
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Townsend & Associates's UL Position: Q2 2026 in Review

Townsend & Associates increased its Unilever (UL) stake by 4.6% in Q2 2026, buying an estimated $73.3K and bringing the position to 28,756 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #61.

Townsend & Associates first reported a position in UL in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.9M in Q3 2025. 511 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Townsend & Associates held 28,756 shares of Unilever worth $1.78M as of Q2 2026.
  • Townsend & Associates bought 1,268 Unilever shares in Q2 2026, an estimated $73.3K.
  • Unilever made up 0.15% of Townsend & Associates's portfolio in Q2 2026, its #61 holding.
  • Townsend & Associates first reported a position in Unilever in Q4 2017 and has held it in 6 quarters since.
  • Townsend & Associates's Unilever position peaked at $1.9M in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.