Raffa Wealth Management’s Unilever UL Stock Holding History

Raffa Wealth Management’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	$6.91K	Buy	115 +27	+31%	+$1.56K	﹤0.01%	510
2026 Q1	$5.01K	Hold	88	–	–	﹤0.01%	535
2025 Q4	$5.75K	Sell	88 -66	-43%	-$4.44K	﹤0.01%	493
2025 Q3	$10.3K	Buy	154 +65	+73%	+$4.49K	﹤0.01%	360
2025 Q2	$6.12K	Hold	89	–	–	﹤0.01%	475
2025 Q1	$5.96K	Hold	89	–	–	﹤0.01%	404
2024 Q4	$5.67K	Buy	89 +52	+141%	+$3.51K	﹤0.01%	427
2024 Q3	$2.73K	Hold	37	–	–	﹤0.01%	551
2024 Q2	$2.31K	Hold	37	–	–	﹤0.01%	684
2024 Q1	$2.11K	Hold	37	–	–	﹤0.01%	695
2023 Q4	$2.04K	Hold	37	–	–	﹤0.01%	609
2023 Q3	$2.08K	Sell	37 -109	-75%	-$6.3K	﹤0.01%	572
2023 Q2	$8.55K	Buy	146 +16	+12%	+$950	﹤0.01%	306
2023 Q1	$7.58K	Hold	130	–	–	﹤0.01%	330
2022 Q4	$7.35K	Buy	130 +47	+57%	+$2.52K	﹤0.01%	328
2022 Q3	$4.08K	Hold	83	–	–	﹤0.01%	427
2022 Q2	$4.26K	Hold	83	–	–	﹤0.01%	418
2022 Q1	$4.24K	Sell	83 -89	-52%	-$4.95K	﹤0.01%	443
2021 Q4	$10.4K	Sell	172 -112	-39%	-$6.65K	﹤0.01%	298
2021 Q3	$17.3K	Buy	284 +24	+9%	+$1.53K	0.01%	205
2021 Q2	$17.1K	Sell	260 -30	-10%	-$2K	0.01%	210
2021 Q1	$18.2K	Buy	290 +64	+28%	+$4.08K	0.01%	205
2020 Q4	$15.3K	Buy	226 +43	+23%	+$2.92K	0.01%	204
2020 Q3	$12.7K	Hold	183	–	–	﹤0.01%	217
2020 Q2	$11.3K	Sell	183 -34	-16%	-$2.03K	﹤0.01%	218
2020 Q1	$12.3K	Buy	217 +39	+22%	+$2.45K	﹤0.01%	189
2019 Q4	$11.4K	Hold	178	–	–	﹤0.01%	225
2019 Q3	$12K	Buy	+178	New	+$12.3K	﹤0.01%	222
2019 Q2	–	Sell	-178	Closed	-$11.5K	–	1347
2019 Q1	$11.5K	Hold	178	–	–	﹤0.01%	183
2018 Q4	$10.4K	Hold	178	–	–	﹤0.01%	207
2018 Q3	$11K	Hold	178	–	–	﹤0.01%	215
2018 Q2	$11.1K	Hold	178	–	–	﹤0.01%	199
2018 Q1	$11.1K	Hold	178	–	–	﹤0.01%	199
2017 Q4	$11.1K	Hold	178	–	–	﹤0.01%	186
2017 Q3	$11.6K	Hold	178	–	–	﹤0.01%	195
2017 Q2	$10.8K	Hold	178	–	–	﹤0.01%	197
2017 Q1	$9.87K	Sell	178 -18	-9%	-$911	﹤0.01%	174
2016 Q4	$8.95K	Hold	196	–	–	﹤0.01%	184
2016 Q3	$10.4K	Hold	196	–	–	0.01%	174
2016 Q2	$10.5K	Hold	196	–	–	0.01%	168
2016 Q1	$9.94K	Hold	196	–	–	0.01%	179
2015 Q4	$9.49K	Hold	196	–	–	0.01%	175
2015 Q3	$8.97K	Hold	196	–	–	0.01%	177
2015 Q2	$9.45K	Hold	196	–	–	0.01%	168
2015 Q1	$9.18K	Hold	196	–	–	0.01%	148
2014 Q4	$8.91K	Hold	196	–	–	0.01%	152
2014 Q3	$9.22K	Buy	196 +18	+10%	+$889	0.01%	150
2014 Q2	$9.06K	Hold	178	–	–	0.01%	151
2014 Q1	$8.56K	Sell	178 -18	-9%	-$812	0.01%	144
2013 Q4	$8.91K	Buy	+196	New	+$8.77K	0.01%	152

Other funds holding UL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raffa Wealth Management's UL Position: Q2 2026 in Review

Raffa Wealth Management increased its Unilever (UL) stake by 31% in Q2 2026, buying an estimated $1.56K and bringing the position to 115 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Raffa Wealth Management first reported a position in UL in Q4 2013 and has held it in 50 quarters since. The position peaked at $18.2K in Q1 2021. 1,145 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Raffa Wealth Management held 115 shares of Unilever worth $6.91K as of Q2 2026.
Raffa Wealth Management bought 27 Unilever shares in Q2 2026, an estimated $1.56K.
Unilever made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #510 holding.
Raffa Wealth Management first reported a position in Unilever in Q4 2013 and has held it in 50 quarters since.
Raffa Wealth Management's Unilever position peaked at $18.2K in Q1 2021.
1,145 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.