Ranch Capital Advisors’s Unilever UL Stock Holding History

Ranch Capital 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 Q1	–	Sell	-3,172	Closed	-$207K	–	162
2025 Q4	$207K	Sell	3,172 -2	-0.1%	-$134	0.08%	146
2025 Q3	$212K	Buy	+3,174	New	+$219K	0.08%	146
2021 Q4	–	Sell	-2,969	Closed	-$181K	–	552
2021 Q3	$181K	Sell	2,969 -26	-0.9%	-$1.66K	0.11%	159
2021 Q2	$197K	Buy	2,995 +5	+0.2%	+$332	0.12%	160
2021 Q1	$187K	Sell	2,990 -620	-17%	-$39.5K	0.12%	156
2020 Q4	$245K	Buy	3,610 +94	+3%	+$6.38K	0.18%	128
2020 Q3	$244K	Buy	3,516 +2	+0.1%	+$133	0.2%	118
2020 Q2	$235K	Sell	3,514 -292	-8%	-$17.4K	0.18%	125
2020 Q1	$216K	Buy	3,806 +3,004	+375%	+$188K	0.21%	116
2019 Q4	$52K	Buy	+802	New	+$53.3K	0.04%	328

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Ranch Capital Advisors's UL Position: Q1 2026 in Review

Ranch Capital Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 3,172 shares — an estimated $207K sold.

Ranch Capital Advisors first reported a position in UL in Q4 2019 and held it in 10 quarters. The position peaked at $245K in Q4 2020. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Ranch Capital Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
Ranch Capital Advisors sold 3,172 Unilever shares in Q1 2026, an estimated $207K.
Ranch Capital Advisors first reported a position in Unilever in Q4 2019 and held it in 10 quarters.
Ranch Capital Advisors's Unilever position peaked at $245K in Q4 2020.
1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.