Ritter Daniher Financial Advisory’s Unilever UL Stock Holding History

Ritter Daniher Financial Advisory’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	$263K	Sell	4,377 -1,076	-20%	-$62.2K	0.04%	145
2026 Q1	$311K	Sell	5,453 -663	-11%	-$44.4K	0.05%	130
2025 Q4	$400K	Sell	6,116 -401	-6%	-$26.9K	0.07%	111
2025 Q3	$435K	Buy	+6,517	New	+$450K	0.08%	109

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ritter Daniher Financial Advisory's UL Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Unilever (UL) stake by 20% in Q2 2026, selling an estimated $62.2K and leaving 4,377 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #145.

Ritter Daniher Financial Advisory first reported a position in UL in Q3 2025 and has held it in 4 quarters since. The position peaked at $435K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Ritter Daniher Financial Advisory held 4,377 shares of Unilever worth $263K as of Q2 2026.
Ritter Daniher Financial Advisory sold 1,076 Unilever shares in Q2 2026, an estimated $62.2K.
Unilever made up 0.04% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #145 holding.
Ritter Daniher Financial Advisory first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
Ritter Daniher Financial Advisory's Unilever position peaked at $435K in Q3 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.