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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverwater Partners's UL Position: Q1 2026 in Review

Riverwater Partners reduced its Unilever (UL) stake by 0.25% in Q1 2026, selling an estimated $1.94K and leaving 11,426 shares worth $651K. The position accounts for 0.22% of the portfolio, ranked #117.

Riverwater Partners first reported a position in UL in Q4 2021 and has held it in 17 quarters since. The position peaked at $802K in Q2 2025. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Riverwater Partners held 11,426 shares of Unilever worth $651K as of Q1 2026.
  • Riverwater Partners sold 29 Unilever shares in Q1 2026, an estimated $1.94K.
  • Unilever made up 0.22% of Riverwater Partners's portfolio in Q1 2026, its #117 holding.
  • Riverwater Partners first reported a position in Unilever in Q4 2021 and has held it in 17 quarters since.
  • Riverwater Partners's Unilever position peaked at $802K in Q2 2025.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.