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West Branch Capital’s Unilever UL Stock Holding History

West Branch 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
Q2 		$12.6K Sell
209
-22
-10% -$1.27K ﹤0.01% 222
2026
Q1 		$13.2K Hold
231
– – ﹤0.01% 212
2025
Q4 		$15.1K Buy
231
+26
+13% +$1.75K ﹤0.01% 216
2025
Q3 		$13.7K Buy
205
+1
+0.5% +$69 ﹤0.01% 236
2025
Q2 		$14K Sell
204
-887
-81% -$62.2K ﹤0.01% 238
2025
Q1 		$73.1K Buy
1,091
+1
+0.1% +$65 0.02% 133
2024
Q4 		$69.5K Hold
1,090
– – 0.02% 139
2024
Q3 		$79.6K Sell
1,090
-1,330
-55% -$91.9K 0.03% 132
2024
Q2 		$150K Buy
2,420
+2
+0.1% +$118 0.06% 97
2024
Q1 		$137K Buy
2,418
+2
+0.1% +$111 0.06% 101
2023
Q4 		$132K Buy
2,416
+2
+0.1% +$108 0.06% 94
2023
Q3 		$134K Buy
2,414
+2
+0.1% +$116 0.07% 91
2023
Q2 		$141K Sell
2,412
-101
-4% -$6K 0.07% 95
2023
Q1 		$147K Buy
2,513
+1
+0% +$57 0.08% 91
2022
Q4 		$142K Sell
2,512
-74
-3% -$3.96K 0.09% 91
2022
Q3 		$128K Sell
2,586
-34
-1% -$1.78K 0.08% 98
2022
Q2 		$135K Sell
2,620
-140
-5% -$7.13K 0.08% 95
2022
Q1 		$141K Buy
2,760
+90
+3% +$5.01K 0.07% 102
2021
Q4 		$162K Buy
2,670
+1
+0% +$59 0.07% 105
2021
Q3 		$163K Buy
2,669
+1
+0% +$64 0.08% 100
2021
Q2 		$176K Buy
+2,668
New +$177K 0.09% 98

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
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

West Branch Capital's UL Position: Q2 2026 in Review

West Branch Capital reduced its Unilever (UL) stake by 9.5% in Q2 2026, selling an estimated $1.27K and leaving 209 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

West Branch Capital first reported a position in UL in Q2 2021 and has held it in 21 quarters since. The position peaked at $176K in Q2 2021. 277 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • West Branch Capital held 209 shares of Unilever worth $12.6K as of Q2 2026.
  • West Branch Capital sold 22 Unilever shares in Q2 2026, an estimated $1.27K.
  • Unilever made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #222 holding.
  • West Branch Capital first reported a position in Unilever in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Unilever position peaked at $176K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.