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RD Lewis Holdings’s Unilever UL Stock Holding History

RD Lewis Holdings’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 		$406K Buy
6,512
+1,030
+19% +$59.5K 0.3% 68
2026
Q1 		$320K Buy
5,482
+81
+1% +$5.43K 0.28% 66
2025
Q4 		$373K Buy
5,401
+36
+0.7% +$2.42K 0.32% 64
2025
Q3 		$368K Sell
5,365
-25
-0.5% -$1.73K 0.35% 61
2025
Q2 		$372K Buy
5,390
+2,118
+65% +$149K 0.38% 61
2025
Q1 		$234K Sell
3,272
-218
-6% -$14.1K 0.26% 77
2024
Q4 		$229K Buy
+3,490
New +$236K 0.25% 81

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 22.96% 1-Year Est. Return

RD Lewis Holdings's UL Position: Q2 2026 in Review

RD Lewis Holdings increased its Unilever (UL) stake by 19% in Q2 2026, buying an estimated $59.5K and bringing the position to 6,512 shares worth $406K. The position accounts for 0.3% of the portfolio, ranked #68.

RD Lewis Holdings first reported a position in UL in Q4 2024 and has held it in 7 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • RD Lewis Holdings held 6,512 shares of Unilever worth $406K as of Q2 2026.
  • RD Lewis Holdings bought 1,030 Unilever shares in Q2 2026, an estimated $59.5K.
  • Unilever made up 0.3% of RD Lewis Holdings's portfolio in Q2 2026, its #68 holding.
  • RD Lewis Holdings first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.