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Verdence Capital Advisors’s Unilever UL Stock Holding History

Verdence Capital Advisors’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 		$2.75M Sell
45,733
-2,360
-5% -$136K 0.14% 140
2026
Q1 		$2.74M Buy
48,093
+4,205
+10% +$282K 0.16% 133
2025
Q4 		$2.87M Buy
43,888
+4,742
+12% +$319K 0.17% 131
2025
Q3 		$2.76M Buy
39,146
+8,246
+27% +$569K 0.16% 142
2025
Q2 		$2.13M Sell
30,900
-7,549
-20% -$530K 0.15% 153
2025
Q1 		$2.58M Buy
38,449
+5,963
+18% +$385K 0.2% 117
2024
Q4 		$2.07M Buy
32,486
+361
+1% +$24.4K 0.17% 152
2024
Q3 		$2.35M Sell
32,125
-118
-0.4% -$8.16K 0.19% 141
2024
Q2 		$1.99M Sell
32,243
-1,327
-4% -$78.4K 0.18% 152
2024
Q1 		$1.9M Buy
33,570
+1,799
+6% +$99.7K 0.17% 152
2023
Q4 		$1.73M Sell
31,771
-5,420
-15% -$292K 0.17% 153
2023
Q3 		$2.07M Buy
37,191
+3,659
+11% +$211K 0.22% 118
2023
Q2 		$1.97M Buy
33,532
+50
+0.1% +$2.97K 0.23% 114
2023
Q1 		$1.96M Buy
33,482
+3,530
+12% +$201K 0.24% 115
2022
Q4 		$1.7M Sell
29,952
-3,487
-10% -$187K 0.21% 124
2022
Q3 		$1.65M Buy
33,439
+2,243
+7% +$117K 0.23% 115
2022
Q2 		$1.61M Buy
31,196
+8,251
+36% +$420K 0.21% 121
2022
Q1 		$1.18M Sell
22,945
-9,675
-30% -$539K 0.13% 169
2021
Q4 		$1.97M Sell
32,620
-6,178
-16% -$367K 0.23% 107
2021
Q3 		$2.37M Buy
38,798
+5,421
+16% +$345K 0.31% 89
2021
Q2 		$2.2M Buy
33,377
+3,289
+11% +$219K 0.3% 90
2021
Q1 		$1.89M Buy
30,088
+1,498
+5% +$95.4K 0.32% 88
2020
Q4 		$1.94M Buy
28,590
+4,801
+20% +$326K 0.37% 72
2020
Q3 		$1.65M Sell
23,789
-283
-1% -$18.9K 0.38% 73
2020
Q2 		$1.49M Buy
24,072
+5,549
+30% +$332K 0.37% 78
2020
Q1 		$1.05M Buy
18,523
+8,199
+79% +$514K 0.32% 89
2019
Q4 		$664K Sell
10,324
-4,328
-30% -$287K 0.16% 145
2019
Q3 		$991K Buy
14,652
+95
+0.7% +$6.58K 0.28% 106
2019
Q2 		$1.01M Buy
14,557
+807
+6% +$54.8K 0.29% 100
2019
Q1 		$893K Buy
13,750
+3,914
+40% +$238K 0.24% 113
2018
Q4 		$578K Buy
9,836
+462
+5% +$27.8K 0.16% 132
2018
Q3 		$580K Sell
9,374
-1,808
-16% -$114K 0.14% 151
2018
Q2 		$695K Sell
11,182
-6,396
-36% -$397K 0.17% 137
2018
Q1 		$1.1M Buy
17,578
+2,806
+19% +$171K 0.26% 87
2017
Q4 		$920K Buy
+14,772
New +$936K 0.22% 90

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

Verdence Capital Advisors's UL Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Unilever (UL) stake by 4.9% in Q2 2026, selling an estimated $136K and leaving 45,733 shares worth $2.75M. The position accounts for 0.14% of the portfolio, ranked #140.

Verdence Capital Advisors first reported a position in UL in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.87M in Q4 2025. 513 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Verdence Capital Advisors held 45,733 shares of Unilever worth $2.75M as of Q2 2026.
  • Verdence Capital Advisors sold 2,360 Unilever shares in Q2 2026, an estimated $136K.
  • Unilever made up 0.14% of Verdence Capital Advisors's portfolio in Q2 2026, its #140 holding.
  • Verdence Capital Advisors first reported a position in Unilever in Q4 2017 and has held it in 35 quarters since.
  • Verdence Capital Advisors's Unilever position peaked at $2.87M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.