Frank Rimerman Advisors’s Unilever UL Stock Holding History

Frank Rimerman 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 Q1	$310K	Sell	5,437 -6,989	-56%	-$468K	0.02%	490
2025 Q4	$813K	Sell	12,426 -309	-2%	-$20.8K	0.05%	273
2025 Q3	$849K	Sell	12,735 -207	-2%	-$14.3K	0.05%	252
2025 Q2	$891K	Buy	12,942 +8,962	+225%	+$629K	0.06%	233
2025 Q1	$267K	Sell	3,980 -500	-11%	-$32.3K	0.02%	442
2024 Q4	$286K	Buy	4,480 +188	+4%	+$12.7K	0.02%	425
2024 Q3	$314K	Sell	4,292 -7,442	-63%	-$514K	0.02%	412
2024 Q2	$726K	Buy	11,734 +11,422	+3,661%	+$675K	0.05%	268
2024 Q1	$17.6K	Hold	312	–	–	﹤0.01%	157
2023 Q4	$17K	Buy	+312	New	+$16.8K	﹤0.01%	152

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Frank Rimerman Advisors's UL Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Unilever (UL) stake by 56% in Q1 2026, selling an estimated $468K and leaving 5,437 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #490.

Frank Rimerman Advisors first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $891K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Frank Rimerman Advisors held 5,437 shares of Unilever worth $310K as of Q1 2026.
Frank Rimerman Advisors sold 6,989 Unilever shares in Q1 2026, an estimated $468K.
Unilever made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #490 holding.
Frank Rimerman Advisors first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Unilever position peaked at $891K in Q2 2025.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.