Raymond James Financial
UL icon

Raymond James Financial’s Unilever UL Stock Holding History

Raymond James Financial’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 		$238M Buy
4,171,926
+555,323
+15% +$37.2M 0.07% 240
2025
Q4 		$237M Buy
3,616,603
+689,305
+24% +$46.3M 0.07% 232
2025
Q3 		$195M Buy
2,927,298
+15,790
+0.5% +$1.09M 0.06% 278
2025
Q2 		$200M Sell
2,911,508
-57,586
-2% -$4.04M 0.07% 255
2025
Q1 		$199M Buy
2,969,094
+197,296
+7% +$12.7M 0.07% 244
2024
Q4 		$177M Buy
+2,771,798
New +$187M 0.07% 267

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

Raymond James Financial's UL Position: Q1 2026 in Review

Raymond James Financial increased its Unilever (UL) stake by 15% in Q1 2026, buying an estimated $37.2M and bringing the position to 4,171,926 shares worth $238M. The position accounts for 0.07% of the portfolio, ranked #240.

Raymond James Financial first reported a position in UL in Q4 2024 and has held it in 6 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Raymond James Financial held 4,171,926 shares of Unilever worth $238M as of Q1 2026.
  • Raymond James Financial bought 555,323 Unilever shares in Q1 2026, an estimated $37.2M.
  • Unilever made up 0.07% of Raymond James Financial's portfolio in Q1 2026, its #240 holding.
  • Raymond James Financial first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.