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Rialto Wealth Management’s Unilever UL Stock Holding History

Rialto 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 		$5.29K Hold
88
– – ﹤0.01% 720
2026
Q1 		$5.01K Hold
88
– – ﹤0.01% 589
2025
Q4 		$5.76K Hold
88
– – ﹤0.01% 504
2025
Q3 		$5.87K Hold
88
– – ﹤0.01% 470
2025
Q2 		$6.06K Hold
88
– – ﹤0.01% 462
2025
Q1 		$5.9K Hold
88
– – ﹤0.01% 444
2024
Q4 		$5.61K Buy
+88
New +$5.94K ﹤0.01% 450

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

Rialto Wealth Management's UL Position: Q2 2026 in Review

Rialto Wealth Management held its Unilever (UL) position steady in Q2 2026 at 88 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Rialto Wealth Management first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.06K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Rialto Wealth Management held 88 shares of Unilever worth $5.29K as of Q2 2026.
  • Rialto Wealth Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #720 holding.
  • Rialto Wealth Management first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Unilever position peaked at $6.06K in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.