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
Q2 		$240M Sell
3,994,633
-177,293
-4% -$10.2M 0.07% 265
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 $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial's UL Position: Q2 2026 in Review

Raymond James Financial reduced its Unilever (UL) stake by 4.2% in Q2 2026, selling an estimated $10.2M and leaving 3,994,633 shares worth $240M. The position accounts for 0.07% of the portfolio, ranked #265.

Raymond James Financial first reported a position in UL in Q4 2024 and has held it in 7 quarters since. 1,195 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Raymond James Financial held 3,994,633 shares of Unilever worth $240M as of Q2 2026.
  • Raymond James Financial sold 177,293 Unilever shares in Q2 2026, an estimated $10.2M.
  • Unilever made up 0.07% of Raymond James Financial's portfolio in Q2 2026, its #265 holding.
  • Raymond James Financial first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.