WPC
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Wedmont Private Capital’s Unilever UL Stock Holding History

Wedmont Private Capital’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
Q3 		$215K Sell
3,472
-285
-8% -$17.9K 0.01% 933
2026
Q2 		$232K Sell
3,757
-379
-9% -$21.9K 0.01% 859
2026
Q1 		$241K Sell
4,136
-1,724
-29% -$116K 0.01% 741
2025
Q4 		$367K Buy
5,860
+465
+9% +$31.3K 0.01% 581
2025
Q3 		$356K Sell
5,395
-91
-2% -$6.28K 0.01% 566
2025
Q2 		$375K Buy
5,486
+670
+14% +$47K 0.02% 504
2025
Q1 		$335K Buy
4,816
+176
+4% +$11.4K 0.02% 492
2024
Q4 		$288K Sell
4,640
-161
-3% -$10.9K 0.02% 546
2024
Q3 		$336K Buy
4,801
+1,078
+29% +$74.5K 0.02% 478
2024
Q2 		$241K Sell
3,723
-68
-2% -$4.02K 0.02% 559
2024
Q1 		$206K Buy
+3,791
New +$210K 0.02% 566

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Wedmont Private Capital's UL Position: Q3 2026 in Review

Wedmont Private Capital reduced its Unilever (UL) stake by 7.6% in Q3 2026, selling an estimated $17.9K and leaving 3,472 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #933.

Wedmont Private Capital first reported a position in UL in Q1 2024 and has held it in 11 quarters since. The position peaked at $375K in Q2 2025. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Wedmont Private Capital held 3,472 shares of Unilever worth $215K as of Q3 2026.
  • Wedmont Private Capital sold 285 Unilever shares in Q3 2026, an estimated $17.9K.
  • Unilever made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #933 holding.
  • Wedmont Private Capital first reported a position in Unilever in Q1 2024 and has held it in 11 quarters since.
  • Wedmont Private Capital's Unilever position peaked at $375K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.