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Richardson Financial Services’s Unilever UL Stock Holding History

Richardson Financial Services’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 		$10.6K Hold
177
– – 0.01% 465
2026
Q1 		$10.1K Hold
177
– – 0.01% 476
2025
Q4 		$954 Sell
177
-372
-68% -$25K ﹤0.01% 567
2025
Q3 		$36.6K Buy
549
+133
+32% +$9.18K 0.02% 312
2025
Q2 		$28.7K Sell
416
-133
-24% -$9.33K 0.02% 304
2025
Q1 		$36.8K Buy
549
+371
+208% +$23.9K 0.03% 266
2024
Q4 		$11.3K Sell
178
-178
-50% -$12K 0.01% 385
2024
Q3 		$24K Buy
356
+178
+100% +$12.3K 0.02% 321
2024
Q2 		$11K Hold
178
– – 0.01% 381
2024
Q1 		$10K Buy
+178
New +$9.86K 0.01% 407

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

Richardson Financial Services's UL Position: Q2 2026 in Review

Richardson Financial Services held its Unilever (UL) position steady in Q2 2026 at 177 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #465.

Richardson Financial Services first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.8K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Richardson Financial Services held 177 shares of Unilever worth $10.6K as of Q2 2026.
  • Richardson Financial Services left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #465 holding.
  • Richardson Financial Services first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's Unilever position peaked at $36.8K in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.