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Wellspring Financial Advisors’s Unilever UL Stock Holding History

Wellspring Financial 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 		$324K Sell
5,378
-899
-14% -$52K 0.02% 212
2026
Q1 		$358K Buy
+6,277
New +$421K 0.03% 199

Other funds holding UL

HCM
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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

Wellspring Financial Advisors's UL Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Unilever (UL) stake by 14% in Q2 2026, selling an estimated $52K and leaving 5,378 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #212.

Wellspring Financial Advisors first reported a position in UL in Q1 2026 and has held it in 2 quarters since. The position peaked at $358K in Q1 2026. 351 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Wellspring Financial Advisors held 5,378 shares of Unilever worth $324K as of Q2 2026.
  • Wellspring Financial Advisors sold 899 Unilever shares in Q2 2026, an estimated $52K.
  • Unilever made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #212 holding.
  • Wellspring Financial Advisors first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • Wellspring Financial Advisors's Unilever position peaked at $358K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.