RMP
UL icon

Richards, Merrill & Peterson’s Unilever UL Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-376
Closed -$25.2K – 458
2025
Q1 		$25.2K Hold
376
– – 0.01% 324
2024
Q4 		$24K Buy
+376
New +$25.4K 0.01% 321

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Richards, Merrill & Peterson's UL Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Unilever (UL) in Q2 2025, closing a stake of 376 shares — an estimated $25.2K sold.

Richards, Merrill & Peterson first reported a position in UL in Q4 2024 and held it in 2 quarters. The position peaked at $25.2K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 376 Unilever shares in Q2 2025, an estimated $25.2K.
  • Richards, Merrill & Peterson first reported a position in Unilever in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Unilever position peaked at $25.2K in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.