BRWA
UL icon

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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 46 quarters since. The position peaked at $2.49M in Q4 2014. 1,192 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 46 quarters since.
  • B. Riley Wealth Advisors's Unilever position peaked at $2.49M in Q4 2014.
  • 1,192 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.