Red Door Wealth Management’s Unilever UL Stock Holding History

Red Door Wealth Management’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	$600K	Buy	9,987 +4,380	+78%	+$253K	0.05%	163
2026 Q1	$319K	Sell	5,607 -10	-0.2%	-$670	0.03%	220
2025 Q4	$367K	Sell	5,617 -3	-0.1%	-$202	0.04%	197
2025 Q3	$375K	Sell	5,620 -57	-1%	-$3.93K	0.04%	198
2025 Q2	$391K	Sell	5,677 -330	-5%	-$23.2K	0.05%	184
2025 Q1	$402K	Sell	6,007 -3,066	-34%	-$198K	0.06%	165
2024 Q4	$579K	Buy	9,073 +405	+5%	+$27.3K	0.09%	121
2024 Q3	$633K	Sell	8,668 -108	-1%	-$7.47K	0.11%	105
2024 Q2	$543K	Buy	8,776 +8	+0.1%	+$473	0.1%	110
2024 Q1	$495K	Buy	8,768 +89	+1%	+$4.93K	0.1%	113
2023 Q4	$473K	Sell	8,679 -305	-3%	-$16.5K	0.1%	116
2023 Q3	$499K	Buy	8,984 +500	+6%	+$28.9K	0.12%	109
2023 Q2	$498K	Buy	8,484 +1,600	+23%	+$95K	0.11%	128
2023 Q1	$402K	Buy	6,884 +3,072	+81%	+$175K	0.13%	98
2022 Q4	$216K	Buy	+3,812	New	+$204K	0.07%	133
2022 Q1	–	Sell	-3,735	Closed	-$226K	–	162
2021 Q4	$226K	Sell	3,735 -620	-14%	-$36.8K	0.07%	149
2021 Q3	$266K	Hold	4,355	–	–	0.1%	140
2021 Q2	$286K	Buy	4,355 +487	+13%	+$32.4K	0.11%	123
2021 Q1	$243K	Hold	3,868	–	–	0.12%	106
2020 Q4	$263K	Hold	3,868	–	–	0.16%	94
2020 Q3	$268K	Hold	3,868	–	–	0.2%	88
2020 Q2	$238K	Hold	3,868	–	–	0.17%	87
2020 Q1	$220K	Hold	3,868	–	–	0.21%	79
2019 Q4	$245K	Buy	+3,868	New	+$257K	0.22%	88

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Red Door Wealth Management's UL Position: Q2 2026 in Review

Red Door Wealth Management increased its Unilever (UL) stake by 78% in Q2 2026, buying an estimated $253K and bringing the position to 9,987 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #163.

Red Door Wealth Management first reported a position in UL in Q4 2019 and has held it in 24 quarters since. The position peaked at $633K in Q3 2024. 185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Red Door Wealth Management held 9,987 shares of Unilever worth $600K as of Q2 2026.
Red Door Wealth Management bought 4,380 Unilever shares in Q2 2026, an estimated $253K.
Unilever made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #163 holding.
Red Door Wealth Management first reported a position in Unilever in Q4 2019 and has held it in 24 quarters since.
Red Door Wealth Management's Unilever position peaked at $633K in Q3 2024.
185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.