TPI
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Trust Point Inc’s Unilever UL Stock Holding History

Trust Point Inc’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 		$653K Sell
10,860
-2,097
-16% -$121K 0.06% 182
2026
Q1 		$738K Buy
12,957
+7,150
+123% +$479K 0.06% 165
2025
Q4 		$380K Sell
5,807
-309
-5% -$20.8K 0.03% 305
2025
Q3 		$408K Buy
6,116
+1,903
+45% +$131K 0.03% 280
2025
Q2 		$290K Buy
4,213
+1,079
+34% +$75.7K 0.03% 301
2025
Q1 		$210K Sell
3,134
-618
-16% -$39.9K 0.02% 433
2024
Q4 		$239K Buy
3,752
+706
+23% +$47.7K 0.02% 493
2024
Q3 		$223K Sell
3,046
-253
-8% -$17.5K 0.02% 476
2024
Q2 		$204K Sell
3,299
-594
-15% -$35.1K 0.02% 481
2024
Q1 		$220K Buy
+3,893
New +$216K 0.02% 486

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HCM
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CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
ERP
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RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
QCM
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CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return