UWS
UL icon

Unique Wealth Strategies’s Unilever UL Stock Holding History

Unique Wealth Strategies’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 		$1,000K Buy
16,625
+58
+0.4% +$3.35K 0.36% 66
2026
Q1 		$944K Buy
16,567
+447
+3% +$30K 0.38% 63
2025
Q4 		$1.05M Sell
16,120
-1,636
-9% -$110K 0.41% 57
2025
Q3 		$1.18M Buy
17,756
+142
+0.8% +$9.8K 0.46% 51
2025
Q2 		$1.21M Buy
17,614
+186
+1% +$13.1K 0.5% 45
2025
Q1 		$1.17M Sell
17,428
-256
-1% -$16.5K 0.53% 46
2024
Q4 		$1.13M Buy
17,684
+2,690
+18% +$182K 0.49% 47
2024
Q3 		$1.1M Buy
14,994
+669
+5% +$46.2K 0.46% 54
2024
Q2 		$809K Hold
14,325
– – 0.38% 74
2024
Q1 		$809K Buy
14,325
+1,644
+13% +$91.1K 0.4% 74
2023
Q4 		$692K Buy
+12,681
New +$684K 0.46% 85

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Unique Wealth Strategies's UL Position: Q2 2026 in Review

Unique Wealth Strategies increased its Unilever (UL) stake by 0.35% in Q2 2026, buying an estimated $3.35K and bringing the position to 16,625 shares worth $1,000K. The position accounts for 0.36% of the portfolio, ranked #66.

Unique Wealth Strategies first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q2 2025. 310 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Unique Wealth Strategies held 16,625 shares of Unilever worth $1,000K as of Q2 2026.
  • Unique Wealth Strategies bought 58 Unilever shares in Q2 2026, an estimated $3.35K.
  • Unilever made up 0.36% of Unique Wealth Strategies's portfolio in Q2 2026, its #66 holding.
  • Unique Wealth Strategies first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Unilever position peaked at $1.21M in Q2 2025.
  • 310 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.