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Red Tortoise LLC’s Unilever UL Stock Holding History

Red Tortoise LLC’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
Q1 		$25.9K Hold
455
– – 0.01% 173
2025
Q4 		$29.8K Hold
455
– – 0.01% 155
2025
Q3 		$30.4K Hold
455
– – 0.01% 149
2025
Q2 		$31.3K Hold
455
– – 0.02% 135
2025
Q1 		$30.5K Hold
455
– – 0.02% 128
2024
Q4 		$29K Hold
455
– – 0.02% 136
2024
Q3 		$33.3K Hold
455
– – 0.02% 135
2024
Q2 		$28.2K Hold
455
– – 0.02% 135
2024
Q1 		$25.7K Buy
+455
New +$25.2K 0.01% 134

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Fisher Asset Management
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Red Tortoise LLC's UL Position: Q1 2026 in Review

Red Tortoise LLC held its Unilever (UL) position steady in Q1 2026 at 455 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #173.

Red Tortoise LLC first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $33.3K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Red Tortoise LLC held 455 shares of Unilever worth $25.9K as of Q1 2026.
  • Red Tortoise LLC left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #173 holding.
  • Red Tortoise LLC first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
  • Red Tortoise LLC's Unilever position peaked at $33.3K in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.