BRWA
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B. Riley Wealth Advisors’s Unilever UL Stock Holding History

B. Riley Wealth 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 		$431K Buy
7,047
+1,043
+17% +$60.3K 0.02% 507
2026
Q1 		$360K Sell
6,004
-1,360
-18% -$91.2K 0.02% 525
2025
Q4 		$482K Sell
7,364
-307
-4% -$20.6K 0.02% 538
2025
Q3 		$512K Sell
7,671
-2,701
-26% -$186K 0.02% 519
2025
Q2 		$714K Buy
+10,372
New +$728K 0.03% 422
2024
Q4 		$1.16M Sell
18,226
-960
-5% -$64.8K 0.04% 406
2024
Q3 		$1.39M Sell
19,186
-714
-4% -$49.4K 0.04% 409
2024
Q2 		$1.23M Sell
19,900
-6,364
-24% -$376K 0.03% 474
2024
Q1 		$1.46M Buy
26,264
+4,044
+18% +$224K 0.04% 425
2023
Q4 		$1.21M Sell
22,220
-4,044
-15% -$218K 0.03% 469
2023
Q3 		$1.46M Buy
26,264
+3,197
+14% +$185K 0.04% 425
2023
Q2 		$1.35M Sell
23,067
-1,530
-6% -$90.9K 0.03% 471
2023
Q1 		$1.44M Buy
24,597
+2,608
+12% +$148K 0.04% 446
2022
Q4 		$1.25M Sell
21,989
-1,377
-6% -$73.7K 0.03% 462
2022
Q3 		$1.16M Buy
23,366
+6,706
+40% +$350K 0.03% 462
2022
Q2 		$860K Buy
16,660
+827
+5% +$42.1K 0.04% 466
2022
Q1 		$812K Sell
15,833
-1,005
-6% -$55.9K 0.03% 550
2021
Q4 		$1.02M Sell
16,838
-191
-1% -$11.3K 0.03% 527
2021
Q3 		$1.04M Buy
17,029
+627
+4% +$40K 0.03% 507
2021
Q2 		$1.08M Buy
16,402
+1,280
+8% +$85.1K 0.04% 491
2021
Q1 		$950K Buy
15,122
+7,510
+99% +$478K 0.03% 497
2020
Q4 		$518K Buy
7,612
+1,437
+23% +$97.5K 0.03% 533
2020
Q3 		$414K Buy
6,175
+1,743
+39% +$116K 0.02% 604
2020
Q2 		$275K Sell
4,432
-26
-0.6% -$1.55K 0.02% 662
2020
Q1 		$254K Sell
4,458
-14,512
-76% -$910K 0.02% 594
2019
Q4 		$1.22M Buy
18,970
+7,596
+67% +$505K 0.1% 213
2019
Q3 		$770K Buy
11,374
+1,122
+11% +$77.7K 0.08% 275
2019
Q2 		$715K Sell
10,252
-104
-1% -$7.06K 0.08% 266
2019
Q1 		$673K Buy
+10,356
New +$631K 0.08% 257
2017
Q2 		– Sell
-6,548
Closed -$365K – 555
2017
Q1 		$365K Sell
6,548
-41
-0.6% -$2.07K 0.07% 294
2016
Q4 		$302K Buy
6,589
+29
+0.4% +$1.35K 0.06% 343
2016
Q3 		$350K Buy
6,560
+160
+3% +$8.45K 0.07% 359
2016
Q2 		$346K Sell
6,400
-96
-1% -$4.93K 0.07% 353
2016
Q1 		$331K Sell
6,496
-127
-2% -$6.18K 0.08% 325
2015
Q4 		$323K Sell
6,623
-42
-0.6% -$2.05K 0.07% 346
2015
Q3 		$307K Buy
6,665
+438
+7% +$20.9K 0.07% 347
2015
Q2 		$302K Sell
6,227
-460
-7% -$22.7K 0.08% 333
2015
Q1 		$313K Sell
6,687
-4,085
-38% -$196K 0.08% 341
2014
Q4 		$2.49K Buy
10,772
+4,897
+83% +$225K 0.05% 478
2014
Q3 		$277K Sell
5,875
-4,982
-46% -$246K 0.07% 385
2014
Q2 		$258K Buy
10,857
+5,191
+92% +$260K 0.06% 366
2014
Q1 		$273K Buy
5,666
+454
+9% +$20.5K 0.08% 285
2013
Q4 		$242K Buy
5,212
+160
+3% +$7.16K 0.08% 292
2013
Q3 		$219K Buy
5,052
+3
+0.1% +$136 0.07% 305
2013
Q2 		$230K Buy
+5,049
New +$240K 0.08% 286

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

B. Riley Wealth Advisors's UL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Unilever (UL) stake by 17% in Q2 2026, buying an estimated $60.3K and bringing the position to 7,047 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #507.

B. Riley Wealth Advisors first reported a position in UL in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.46M in Q1 2024. 386 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • B. Riley Wealth Advisors held 7,047 shares of Unilever worth $431K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,043 Unilever shares in Q2 2026, an estimated $60.3K.
  • Unilever made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #507 holding.
  • B. Riley Wealth Advisors first reported a position in Unilever in Q2 2013 and has held it in 45 quarters since.
  • B. Riley Wealth Advisors's Unilever position peaked at $1.46M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.