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Ritholtz Wealth Management’s Unilever UL Stock Holding History

Ritholtz 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 		$2.37M Buy
39,344
+6,631
+20% +$383K 0.04% 375
2026
Q1 		$1.86M Sell
32,713
-12,917
-28% -$866K 0.03% 387
2025
Q4 		$2.98M Buy
45,630
+1,911
+4% +$128K 0.05% 257
2025
Q3 		$2.92M Buy
43,719
+11,060
+34% +$763K 0.06% 239
2025
Q2 		$2.25M Buy
32,659
+685
+2% +$48.1K 0.05% 266
2025
Q1 		$2.14M Sell
31,974
-8,054
-20% -$520K 0.06% 239
2024
Q4 		$2.55M Sell
40,028
-10,107
-20% -$683K 0.08% 187
2024
Q3 		$3.66M Buy
50,135
+16,030
+47% +$1.11M 0.11% 123
2024
Q2 		$2.11M Buy
34,105
+1,329
+4% +$78.5K 0.07% 197
2024
Q1 		$1.85M Buy
32,776
+8,483
+35% +$470K 0.06% 212
2023
Q4 		$1.32M Buy
24,293
+2,398
+11% +$129K 0.05% 248
2023
Q3 		$1.22M Buy
21,895
+2,417
+12% +$140K 0.05% 233
2023
Q2 		$1.14M Buy
19,478
+1,559
+9% +$92.6K 0.05% 243
2023
Q1 		$1.05M Sell
17,919
-558
-3% -$31.7K 0.05% 252
2022
Q4 		$1.05M Sell
18,477
-13,810
-43% -$739K 0.06% 226
2022
Q3 		$1.59M Buy
32,287
+18,539
+135% +$969K 0.08% 161
2022
Q2 		$709K Buy
13,748
+5,078
+59% +$259K 0.04% 244
2022
Q1 		$445K Sell
8,670
-2,983
-26% -$166K 0.03% 327
2021
Q4 		$705K Buy
11,653
+1,918
+20% +$114K 0.04% 234
2021
Q3 		$594K Sell
9,735
-1,671
-15% -$106K 0.04% 236
2021
Q2 		$751K Buy
11,406
+2,934
+35% +$195K 0.05% 190
2021
Q1 		$532K Buy
8,472
+2,660
+46% +$169K 0.04% 197
2020
Q4 		$395K Buy
+5,812
New +$394K 0.04% 206

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

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

Ritholtz Wealth Management increased its Unilever (UL) stake by 20% in Q2 2026, buying an estimated $383K and bringing the position to 39,344 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #375.

Ritholtz Wealth Management first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.66M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Ritholtz Wealth Management held 39,344 shares of Unilever worth $2.37M as of Q2 2026.
  • Ritholtz Wealth Management bought 6,631 Unilever shares in Q2 2026, an estimated $383K.
  • Unilever made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Ritholtz Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's Unilever position peaked at $3.66M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.