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 		$30.6K Buy
+500
New +$28.9K ﹤0.01% 885

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. 385 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.
  • 385 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.