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Leonard Rickey Investment Advisors’s Unilever UL Stock Holding History

Leonard Rickey Investment 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 		$375K Sell
6,239
-147
-2% -$8.5K 0.06% 86
2026
Q1 		$364K Sell
6,386
-132
-2% -$8.85K 0.06% 83
2025
Q4 		$426K Sell
6,518
-247
-4% -$16.6K 0.08% 77
2025
Q3 		$451K Buy
6,765
+394
+6% +$27.2K 0.09% 73
2025
Q2 		$438K Buy
6,371
+556
+10% +$39K 0.09% 67
2025
Q1 		$407K Buy
5,815
+953
+20% +$61.5K 0.09% 63
2024
Q4 		$310K Buy
4,862
+90
+2% +$6.08K 0.07% 79
2024
Q3 		$349K Buy
4,772
+210
+5% +$14.5K 0.08% 70
2024
Q2 		$282K Buy
+4,562
New +$270K 0.07% 84

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 22.9% 1-Year Est. Return

Leonard Rickey Investment Advisors's UL Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Unilever (UL) stake by 2.3% in Q2 2026, selling an estimated $8.5K and leaving 6,239 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #86.

Leonard Rickey Investment Advisors first reported a position in UL in Q2 2024 and has held it in 9 quarters since. The position peaked at $451K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Leonard Rickey Investment Advisors held 6,239 shares of Unilever worth $375K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 147 Unilever shares in Q2 2026, an estimated $8.5K.
  • Unilever made up 0.06% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Leonard Rickey Investment Advisors first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
  • Leonard Rickey Investment Advisors's Unilever position peaked at $451K in Q3 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.