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BOLTON SECURITIES CORPORATION’s Unilever UL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$247K Sell
4,069
-236
-5% -$14.8K 0.01% 823
2026
Q2 		$259K Buy
4,305
+1,526
+55% +$88.2K 0.01% 814
2026
Q1 		$158K Buy
+2,779
New +$186K 0.01% 879
2025
Q3 		$171K Buy
+2,564
New +$177K 0.01% 786
2025
Q1 		$130K Buy
+1,936
New +$125K 0.01% 792

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ClearBridge Investments
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JP Morgan Chase
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Raymond James Financial
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Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Hamlin Capital Management
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Unilever (UL) stake by 5.5% in Q3 2026, selling an estimated $14.8K and leaving 4,069 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #823.

BOLTON SECURITIES CORPORATION first reported a position in UL in Q1 2025 and has held it in 5 quarters since. The position peaked at $259K in Q2 2026. 872 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,069 shares of Unilever worth $247K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 236 Unilever shares in Q3 2026, an estimated $14.8K.
  • Unilever made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #823 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Unilever in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Unilever position peaked at $259K in Q2 2026.
  • 872 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.