River Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $652K | Sell |
11,447
-989
| -8% | -$66.3K | 0.07% | 135 |
|
|
2025
Q4 | $813K | Sell |
12,436
-1,446
| -10% | -$97.2K | 0.09% | 120 |
|
|
2025
Q3 | $926K | Sell |
13,882
-458
| -3% | -$31.6K | 0.11% | 118 |
|
|
2025
Q2 | $987K | Sell |
14,340
-389
| -3% | -$27.3K | 0.12% | 116 |
|
|
2025
Q1 | $987K | Sell |
14,729
-2,243
| -13% | -$145K | 0.14% | 107 |
|
|
2024
Q4 | $1.08M | Sell |
16,972
-1,841
| -10% | -$124K | 0.14% | 107 |
|
|
2024
Q3 | $1.37M | Sell |
18,813
-789
| -4% | -$54.5K | 0.18% | 102 |
|
|
2024
Q2 | $1.21M | Sell |
19,602
-1,612
| -8% | -$95.3K | 0.17% | 100 |
|
|
2024
Q1 | $1.2M | Sell |
21,214
-712
| -3% | -$39.4K | 0.17% | 103 |
|
|
2023
Q4 | $1.2M | Sell |
21,926
-2,573
| -11% | -$139K | 0.19% | 103 |
|
|
2023
Q3 | $1.36M | Sell |
24,499
-6,145
| -20% | -$355K | 0.24% | 91 |
|
|
2023
Q2 | $1.8M | Sell |
30,644
-1,405
| -4% | -$83.4K | 0.3% | 84 |
|
|
2023
Q1 | $1.87M | Sell |
32,049
-264
| -0.8% | -$15K | 0.34% | 82 |
|
|
2022
Q4 | $1.83M | Sell |
32,313
-1,055
| -3% | -$56.5K | 0.35% | 77 |
|
|
2022
Q3 | $1.65M | Sell |
33,368
-1,581
| -5% | -$82.6K | 0.35% | 77 |
|
|
2022
Q2 | $1.8M | Sell |
34,949
-3,874
| -10% | -$197K | 0.33% | 80 |
|
|
2022
Q1 | $1.99M | Sell |
38,823
-9
| -0% | -$501 | 0.32% | 82 |
|
|
2021
Q4 | $2.35M | Sell |
38,832
-2,370
| -6% | -$141K | 0.36% | 75 |
|
|
2021
Q3 | $2.51M | Buy |
41,202
+352
| +0.9% | +$22.4K | 0.43% | 64 |
|
|
2021
Q2 | $2.69M | Buy |
40,850
+279
| +0.7% | +$18.6K | 0.47% | 64 |
|
|
2021
Q1 | $2.55M | Buy |
40,571
+487
| +1% | +$31K | 0.48% | 61 |
|
|
2020
Q4 | $2.72M | Buy |
40,084
+4,165
| +12% | +$283K | 0.59% | 53 |
|
|
2020
Q3 | $2.49M | Sell |
35,919
-1,733
| -5% | -$116K | 0.65% | 50 |
|
|
2020
Q2 | $2.33M | Buy |
37,652
+741
| +2% | +$44.3K | 0.71% | 44 |
|
|
2020
Q1 | $2.1M | Buy |
36,911
+73
| +0.2% | +$4.58K | 0.84% | 34 |
|
|
2019
Q4 | $2.37M | Buy |
36,838
+53
| +0.1% | +$3.52K | 0.8% | 41 |
|
|
2019
Q3 | $2.49M | Sell |
36,785
-165
| -0.4% | -$11.4K | 0.94% | 36 |
|
|
2019
Q2 | $2.58M | Buy |
36,950
+88
| +0.2% | +$5.97K | 1.01% | 32 |
|
|
2019
Q1 | $2.39M | Buy |
36,862
+240
| +0.7% | +$14.6K | 1% | 32 |
|
|
2018
Q4 | $2.15M | Sell |
36,622
-1,503
| -4% | -$90.6K | 0.96% | 31 |
|
|
2018
Q3 | $2.36M | Buy |
38,125
+97
| +0.3% | +$6.12K | 0.87% | 39 |
|
|
2018
Q2 | $2.37M | Sell |
38,028
-67
| -0.2% | -$4.16K | 0.92% | 36 |
|
|
2018
Q1 | $2.38M | Sell |
38,095
-1,307
| -3% | -$79.5K | 1% | 36 |
|
|
2017
Q4 | $2.45M | Sell |
39,402
-82
| -0.2% | -$5.2K | 1.02% | 34 |
|
|
2017
Q3 | $2.57M | Sell |
39,484
-888
| -2% | -$57.1K | 1.16% | 29 |
|
|
2017
Q2 | $2.46M | Sell |
40,372
-567
| -1% | -$33.8K | 1.14% | 27 |
|
|
2017
Q1 | $2.27M | Sell |
40,939
-16
| -0% | -$809 | 1.1% | 28 |
|
|
2016
Q4 | $1.88M | Sell |
40,955
-857
| -2% | -$39.9K | 0.95% | 38 |
|
|
2016
Q3 | $2.23M | Buy |
41,812
+363
| +0.9% | +$19.2K | 1.23% | 26 |
|
|
2016
Q2 | $2.23M | Sell |
41,449
-153
| -0.4% | -$7.86K | 1.28% | 20 |
|
|
2016
Q1 | $2.12M | Sell |
41,602
-28
| -0.1% | -$1.36K | 1.26% | 22 |
|
|
2015
Q4 | $2.02M | Buy |
41,630
+345
| +0.8% | +$16.8K | 1.28% | 23 |
|
|
2015
Q3 | $1.89M | Buy |
41,285
+1,338
| +3% | +$64K | 1.3% | 22 |
|
|
2015
Q2 | $1.93M | Buy |
39,947
+141
| +0.4% | +$6.97K | 1.23% | 20 |
|
|
2015
Q1 | $1.87M | Buy |
+39,806
| New | +$1.91M | 1.16% | 23 |
|
Other funds holding UL
River Wealth Advisors's UL Position: Q1 2026 in Review
River Wealth Advisors reduced its Unilever (UL) stake by 8% in Q1 2026, selling an estimated $66.3K and leaving 11,447 shares worth $652K. The position accounts for 0.07% of the portfolio, ranked #135.
River Wealth Advisors first reported a position in UL in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.72M in Q4 2020. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- River Wealth Advisors held 11,447 shares of Unilever worth $652K as of Q1 2026.
- River Wealth Advisors sold 989 Unilever shares in Q1 2026, an estimated $66.3K.
- Unilever made up 0.07% of River Wealth Advisors's portfolio in Q1 2026, its #135 holding.
- River Wealth Advisors first reported a position in Unilever in Q1 2015 and has held it in 45 quarters since.
- River Wealth Advisors's Unilever position peaked at $2.72M in Q4 2020.
- 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.