WG
UL icon

Wealth Group’s Unilever UL Stock Holding History

Wealth Group’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 		$508K Buy
+8,444
New +$488K 0.13% 80

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
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

Wealth Group's UL Position: Q2 2026 in Review

Wealth Group opened a new position in Unilever (UL) in Q2 2026: 8,444 shares worth $508K. The stake represents 0.13% of the portfolio and ranks #80 among its holdings.

350 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Wealth Group held 8,444 shares of Unilever worth $508K as of Q2 2026.
  • Unilever was a new Wealth Group position in Q2 2026.
  • Unilever made up 0.13% of Wealth Group's portfolio in Q2 2026, its #80 holding.
  • 350 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.