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R Squared’s Unilever UL Stock Holding History

R Squared’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 		$960K Buy
+15,960
New +$923K 0.5% 34
2025
Q1 		– Sell
-3,449
Closed -$220K – 1455
2024
Q4 		$220K Buy
+3,449
New +$233K 0.21% 93

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

R Squared's UL Position: Q2 2026 in Review

R Squared opened a new position in Unilever (UL) in Q2 2026: 15,960 shares worth $960K. The stake represents 0.5% of the portfolio and ranks #34 among its holdings. This is a return to the name: R Squared previously reported a position in UL as recently as Q4 2024.

R Squared first reported a position in UL in Q4 2024 and has held it in 2 quarters since. 1,189 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • R Squared held 15,960 shares of Unilever worth $960K as of Q2 2026.
  • Unilever was a new R Squared position in Q2 2026.
  • Unilever made up 0.5% of R Squared's portfolio in Q2 2026, its #34 holding.
  • R Squared first reported a position in Unilever in Q4 2024 and has held it in 2 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.