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Richard W. Paul & Associates’s Unilever UL Stock Holding History

Richard W. Paul & Associates’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 		$17.3K Sell
287
-7
-2% -$405 0.01% 212
2026
Q1 		$16.7K Buy
294
+120
+69% +$8.04K 0.01% 206
2025
Q4 		$11.4K Buy
+174
New +$11.7K ﹤0.01% 215
2024
Q2 		– Sell
-82
Closed -$4.62K – 528
2024
Q1 		$4.62K Sell
82
-55
-40% -$3.05K ﹤0.01% 361
2023
Q4 		$7.47K Sell
137
-150
-52% -$8.09K ﹤0.01% 329
2023
Q3 		$16K Sell
287
-35
-11% -$2.02K 0.01% 263
2023
Q2 		$18.9K Buy
322
+48
+18% +$2.85K 0.01% 272
2023
Q1 		$16K Buy
274
+11
+4% +$625 0.01% 290
2022
Q4 		$14.9K Buy
+263
New +$14.1K 0.01% 286

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

Richard W. Paul & Associates's UL Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Unilever (UL) stake by 2.4% in Q2 2026, selling an estimated $405 and leaving 287 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #212.

Richard W. Paul & Associates first reported a position in UL in Q4 2022 and has held it in 9 quarters since. The position peaked at $18.9K in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Richard W. Paul & Associates held 287 shares of Unilever worth $17.3K as of Q2 2026.
  • Richard W. Paul & Associates sold 7 Unilever shares in Q2 2026, an estimated $405.
  • Unilever made up 0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #212 holding.
  • Richard W. Paul & Associates first reported a position in Unilever in Q4 2022 and has held it in 9 quarters since.
  • Richard W. Paul & Associates's Unilever position peaked at $18.9K in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.