Wolff Wiese Magana’s Unilever UL Stock Holding History

Wolff Wiese Magana’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	$15.6K	Hold	259	–	–	0.01%	413
2026 Q1	$14.8K	Hold	259	–	–	0.01%	388
2025 Q4	$16.9K	Sell	259 -82	-24%	-$5.51K	0.01%	339
2025 Q3	$22.8K	Buy	341 +81	+31%	+$5.59K	0.01%	303
2025 Q2	$17.9K	Hold	260	–	–	0.01%	309
2025 Q1	$17.4K	Buy	+260	New	+$16.8K	0.01%	318
2022 Q2	–	Sell	-163	Closed	-$8K	–	974
2022 Q1	$8K	Hold	163	–	–	0.01%	580
2021 Q4	$10K	Sell	163 -68	-29%	-$4.04K	0.01%	553
2021 Q3	$14K	Sell	231 -54	-19%	-$3.44K	0.01%	480
2021 Q2	$19K	Hold	285	–	–	0.01%	405
2021 Q1	$18K	Sell	285 -9	-3%	-$573	0.01%	409
2020 Q4	$20K	Buy	+294	New	+$19.9K	0.02%	375

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

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wolff Wiese Magana's UL Position: Q2 2026 in Review

Wolff Wiese Magana held its Unilever (UL) position steady in Q2 2026 at 259 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #413.

Wolff Wiese Magana first reported a position in UL in Q4 2020 and has held it in 12 quarters since. The position peaked at $22.8K in Q3 2025. 350 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Wolff Wiese Magana held 259 shares of Unilever worth $15.6K as of Q2 2026.
Wolff Wiese Magana left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #413 holding.
Wolff Wiese Magana first reported a position in Unilever in Q4 2020 and has held it in 12 quarters since.
Wolff Wiese Magana's Unilever position peaked at $22.8K in Q3 2025.
350 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.