Riverwater Partners’s Unilever UL Stock Holding History

Riverwater Partners’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 Q3	$754K	Sell	12,422 -159	-1%	-$10K	0.21%	112
2026 Q2	$756K	Buy	12,581 +1,155	+10%	+$66.8K	0.22%	109
2026 Q1	$651K	Sell	11,426 -29	-0.3%	-$1.94K	0.22%	117
2025 Q4	$749K	Sell	11,455 -71	-0.6%	-$4.77K	0.29%	97
2025 Q3	$769K	Sell	11,526 -130	-1%	-$8.97K	0.32%	91
2025 Q2	$802K	Buy	11,656 +3,691	+46%	+$259K	0.38%	84
2025 Q1	$534K	Sell	7,965 -258	-3%	-$16.6K	0.27%	95
2024 Q4	$525K	Hold	8,223	–	–	0.26%	99
2024 Q3	$593K	Sell	8,223 -329	-4%	-$22.7K	0.29%	97
2024 Q2	$529K	Hold	8,552	–	–	0.39%	76
2024 Q1	$483K	Buy	8,552 +1,774	+26%	+$98.3K	0.36%	80
2023 Q4	$370K	Hold	6,778	–	–	0.29%	108
2023 Q3	$377K	Sell	6,778 -315	-4%	-$18.2K	0.34%	91
2023 Q2	$416K	Hold	7,093	–	–	0.37%	81
2023 Q1	$414K	Sell	7,093 -1,214	-15%	-$69K	0.38%	84
2022 Q4	$471K	Hold	8,307	–	–	0.4%	78
2022 Q3	$410K	Hold	8,307	–	–	0.41%	76
2022 Q2	$428K	Buy	+8,307	New	+$423K	0.43%	74
2022 Q1	–	Sell	-8,307	Closed	-$503K	–	207
2021 Q4	$503K	Buy	+8,307	New	+$493K	0.45%	73

Other funds holding UL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Riverwater Partners's UL Position: Q3 2026 in Review

Riverwater Partners reduced its Unilever (UL) stake by 1.3% in Q3 2026, selling an estimated $10K and leaving 12,422 shares worth $754K. The position accounts for 0.21% of the portfolio, ranked #112.

Riverwater Partners first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $802K in Q2 2025. 788 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Riverwater Partners held 12,422 shares of Unilever worth $754K as of Q3 2026.
Riverwater Partners sold 159 Unilever shares in Q3 2026, an estimated $10K.
Unilever made up 0.21% of Riverwater Partners's portfolio in Q3 2026, its #112 holding.
Riverwater Partners first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
Riverwater Partners's Unilever position peaked at $802K in Q2 2025.
788 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.