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Rathbones Group’s Unilever UL Stock Holding History

Rathbones Group’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 		$513K Hold
9,002
– – ﹤0.01% 445
2025
Q4 		$589K Sell
9,002
-2
-0% -$134 ﹤0.01% 432
2025
Q3 		$601K Hold
9,004
– – ﹤0.01% 422
2025
Q2 		$620K Sell
9,004
-568
-6% -$39.9K ﹤0.01% 411
2025
Q1 		$641K Hold
9,572
– – ﹤0.01% 379
2024
Q4 		$613K Sell
9,572
-320
-3% -$21.6K ﹤0.01% 388
2024
Q3 		$722K Buy
9,892
+187
+2% +$12.9K ﹤0.01% 363
2024
Q2 		$600K Hold
9,705
– – ﹤0.01% 384
2024
Q1 		$548K Sell
9,705
-411
-4% -$22.8K ﹤0.01% 403
2023
Q4 		$551K Sell
10,116
-1,112
-10% -$60K ﹤0.01% 387
2023
Q3 		$626K Buy
+11,228
New +$649K ﹤0.01% 365
2023
Q2 		– Sell
-6,009
Closed -$351K – 422
2023
Q1 		$351K Hold
6,009
– – ﹤0.01% 331
2022
Q4 		$340K Sell
6,009
-444
-7% -$23.8K ﹤0.01% 329
2022
Q3 		$318K Sell
6,453
-1,867
-22% -$97.5K ﹤0.01% 333
2022
Q2 		$429K Hold
8,320
– – ﹤0.01% 312
2022
Q1 		$427K Buy
8,320
+3,294
+66% +$183K ﹤0.01% 322
2021
Q4 		$304K Buy
5,026
+445
+10% +$26.4K ﹤0.01% 361
2021
Q3 		$279K Sell
4,581
-365
-7% -$23.3K ﹤0.01% 362
2021
Q2 		$325K Sell
4,946
-1,084
-18% -$72.1K ﹤0.01% 355
2021
Q1 		$379K Hold
6,030
– – ﹤0.01% 319
2020
Q4 		$409K Buy
+6,030
New +$409K 0.01% 297

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rathbones Group's UL Position: Q1 2026 in Review

Rathbones Group held its Unilever (UL) position steady in Q1 2026 at 9,002 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Rathbones Group first reported a position in UL in Q4 2020 and has held it in 21 quarters since. The position peaked at $722K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Rathbones Group held 9,002 shares of Unilever worth $513K as of Q1 2026.
  • Rathbones Group left its Unilever share count unchanged in Q1 2026.
  • Unilever made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #445 holding.
  • Rathbones Group first reported a position in Unilever in Q4 2020 and has held it in 21 quarters since.
  • Rathbones Group's Unilever position peaked at $722K in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.