RC
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RBO & Co’s Unilever UL Stock Holding History

RBO & Co’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
2025
Q4 		– Sell
-6,861
Closed -$458K – 54
2025
Q3 		$458K Sell
6,861
-45
-0.7% -$3.11K 0.07% 50
2025
Q2 		$475K Hold
6,906
– – 0.08% 50
2025
Q1 		$463K Hold
6,906
– – 0.07% 50
2024
Q4 		$441K Hold
6,906
– – 0.07% 49
2024
Q3 		$505K Hold
6,906
– – 0.08% 49
2024
Q2 		$427K Sell
6,906
-1,444
-17% -$85.3K 0.08% 49
2024
Q1 		$471K Sell
8,350
-534
-6% -$29.6K 0.08% 49
2023
Q4 		$485K Hold
8,884
– – 0.08% 48
2023
Q3 		$494K Hold
8,884
– – 0.09% 45
2023
Q2 		$521K Hold
8,884
– – 0.09% 45
2023
Q1 		$519K Hold
8,884
– – 0.09% 42
2022
Q4 		$503K Hold
8,884
– – 0.09% 43
2022
Q3 		$438K Hold
8,884
– – 0.09% 45
2022
Q2 		$458K Buy
8,884
+400
+5% +$20.4K 0.08% 47
2022
Q1 		$435K Buy
8,484
+525
+7% +$29.2K 0.07% 50
2021
Q4 		$482K Buy
7,959
+480
+6% +$28.5K 0.08% 51
2021
Q3 		$456K Hold
7,479
– – 0.08% 48
2021
Q2 		$492K Hold
7,479
– – 0.09% 48
2021
Q1 		$470K Buy
7,479
+475
+7% +$30.3K 0.09% 47
2020
Q4 		$476K Buy
7,004
+146
+2% +$9.91K 0.1% 41
2020
Q3 		$476K Buy
6,858
+2,667
+64% +$178K 0.11% 41
2020
Q2 		$259K Buy
4,191
+422
+11% +$25.2K 0.06% 38
2020
Q1 		$214K Buy
3,769
+502
+15% +$31.5K 0.06% 37
2019
Q4 		$210K Buy
+3,267
New +$217K 0.05% 41

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RBO & Co's UL Position: Q4 2025 in Review

RBO & Co sold out of Unilever (UL) in Q4 2025, closing a stake of 6,861 shares — an estimated $458K sold.

RBO & Co first reported a position in UL in Q4 2019 and held it in 24 quarters. The position peaked at $521K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • RBO & Co reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • RBO & Co sold 6,861 Unilever shares in Q4 2025, an estimated $458K.
  • RBO & Co first reported a position in Unilever in Q4 2019 and held it in 24 quarters.
  • RBO & Co's Unilever position peaked at $521K in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on RBO & Co's 13F filing for Q4 2025, filed 12 Feb 2026.