Rakuten Securities’s Unilever UL Stock Holding History

Rakuten Securities’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	$1.5K	Sell	25 -37	-60%	-$2.14K	﹤0.01%	686
2026 Q1	$3.53K	Buy	+62	New	+$4.16K	﹤0.01%	550
2025 Q4	–	Sell	-4	Closed	-$296	–	973
2025 Q3	$296	Sell	4 -62	-94%	-$4.28K	﹤0.01%	800
2025 Q2	$4.53K	Sell	66 -129	-66%	-$9.05K	﹤0.01%	504
2025 Q1	$13K	Buy	195 +3	+2%	+$194	0.01%	366
2024 Q4	$12.2K	Buy	192 +173	+911%	+$11.7K	﹤0.01%	367
2024 Q3	$1.36K	Sell	19 -3	-14%	-$207	﹤0.01%	543
2024 Q2	$1.38K	Sell	22 -15	-41%	-$886	﹤0.01%	523
2024 Q1	$2.11K	Sell	37 -15	-29%	-$831	﹤0.01%	496
2023 Q4	$2.81K	Buy	+52	New	+$2.81K	﹤0.01%	404

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Rakuten Securities's UL Position: Q2 2026 in Review

Rakuten Securities reduced its Unilever (UL) stake by 60% in Q2 2026, selling an estimated $2.14K and leaving 25 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Rakuten Securities first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $13K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Rakuten Securities held 25 shares of Unilever worth $1.5K as of Q2 2026.
Rakuten Securities sold 37 Unilever shares in Q2 2026, an estimated $2.14K.
Unilever made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #686 holding.
Rakuten Securities first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
Rakuten Securities's Unilever position peaked at $13K in Q1 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.