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Bridgelight Financial Advisors, Inc.’s Unilever UL Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$212K Sell
3,526
-64
-2% -$3.7K 0.15% 44
2026
Q1 		$205K Buy
3,590
+95
+3% +$6.37K 0.17% 39
2025
Q4 		$229K Buy
+3,495
New +$235K 0.19% 36

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SRIM
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MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
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CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Bridgelight Financial Advisors, Inc.'s UL Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its Unilever (UL) stake by 1.8% in Q2 2026, selling an estimated $3.7K and leaving 3,526 shares worth $212K. The position accounts for 0.15% of the portfolio, ranked #44.

Bridgelight Financial Advisors, Inc. first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 485 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 3,526 shares of Unilever worth $212K as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 64 Unilever shares in Q2 2026, an estimated $3.7K.
  • Unilever made up 0.15% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #44 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s Unilever position peaked at $229K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.