Wealth Enhancement Advisory Services
UL icon

Wealth Enhancement Advisory Services’s Unilever UL Stock Holding History

Wealth Enhancement Advisory Services’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 		$12M Buy
298,018
+57,623
+24% +$3.33M 0.02% 598
2026
Q1 		$7.85M Buy
240,395
+50,603
+27% +$3.39M 0.02% 681
2025
Q4 		$12.3M Sell
189,792
-9,791
-5% -$658K 0.02% 622
2025
Q3 		$13.2M Buy
199,583
+11,346
+6% +$783K 0.02% 559
2025
Q2 		$13M Buy
188,237
+13,707
+8% +$962K 0.02% 550
2025
Q1 		$11.7M Buy
174,530
+35,446
+25% +$2.29M 0.02% 533
2024
Q4 		$8.87M Buy
139,084
+40,837
+42% +$2.76M 0.02% 601
2024
Q3 		$7.18M Buy
98,247
+14,170
+17% +$980K 0.02% 615
2024
Q2 		$5.2M Buy
84,077
+1,145
+1% +$67.7K 0.01% 675
2024
Q1 		$4.68M Sell
82,932
-4,660
-5% -$258K 0.01% 682
2023
Q4 		$4.78M Sell
87,592
-6,007
-6% -$324K 0.01% 624
2023
Q3 		$5.2M Buy
+93,599
New +$5.41M 0.02% 572
2023
Q2 		– Sell
-4,095
Closed -$239K – 568
2023
Q1 		$239K Buy
+4,095
New +$233K ﹤0.01% 479

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's UL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Unilever (UL) stake by 24% in Q2 2026, buying an estimated $3.33M and bringing the position to 298,018 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #598.

Wealth Enhancement Advisory Services first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.2M in Q3 2025. 185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 298,018 shares of Unilever worth $12M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 57,623 Unilever shares in Q2 2026, an estimated $3.33M.
  • Unilever made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #598 holding.
  • Wealth Enhancement Advisory Services first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Unilever position peaked at $13.2M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.