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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
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 $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

Rialto Wealth Management's UL Position: Q1 2026 in Review

Rialto Wealth Management held its Unilever (UL) position steady in Q1 2026 at 88 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Rialto Wealth Management first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.06K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Rialto Wealth Management held 88 shares of Unilever worth $5.01K as of Q1 2026.
  • Rialto Wealth Management left its Unilever share count unchanged in Q1 2026.
  • Unilever made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #589 holding.
  • Rialto Wealth Management first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Unilever position peaked at $6.06K in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.