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LRI Investments’s Unilever UL Stock Holding History

LRI Investments’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 		$99.9K Buy
1,662
+610
+58% +$35.3K 0.01% 443
2026
Q1 		$59.9K Buy
1,052
+177
+20% +$11.9K 0.01% 491
2025
Q4 		$57.2K Buy
875
+20
+2% +$1.34K ﹤0.01% 522
2025
Q3 		$57K Buy
855
+69
+9% +$4.76K ﹤0.01% 531
2025
Q2 		$54.1K Sell
786
-232
-23% -$16.3K ﹤0.01% 539
2025
Q1 		$68.2K Sell
1,018
-89
-8% -$5.74K 0.01% 490
2024
Q4 		$70.6K Hold
1,107
– – 0.01% 475
2024
Q3 		$71.5K Buy
1,107
+7
+0.6% +$484 0.01% 469
2024
Q2 		$68K Buy
1,100
+964
+709% +$57K 0.01% 447
2024
Q1 		$7.69K Buy
+136
New +$7.53K ﹤0.01% 551

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

LRI Investments's UL Position: Q2 2026 in Review

LRI Investments increased its Unilever (UL) stake by 58% in Q2 2026, buying an estimated $35.3K and bringing the position to 1,662 shares worth $99.9K. The position accounts for 0.01% of the portfolio, ranked #443.

LRI Investments first reported a position in UL in Q1 2024 and has held it in 10 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • LRI Investments held 1,662 shares of Unilever worth $99.9K as of Q2 2026.
  • LRI Investments bought 610 Unilever shares in Q2 2026, an estimated $35.3K.
  • Unilever made up 0.01% of LRI Investments's portfolio in Q2 2026, its #443 holding.
  • LRI Investments first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.