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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,192 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.
1,192 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.