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Rossby Financial’s Unilever UL Stock Holding History

Rossby Financial’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 		$141K Buy
2,514
+1,549
+161% +$104K 0.03% 462
2025
Q4 		$63.1K Sell
965
-188
-16% -$12.6K 0.02% 503
2025
Q3 		$76.3K Buy
1,153
+62
+6% +$4.28K 0.02% 447
2025
Q2 		$75.1K Sell
1,091
-104
-9% -$7.3K 0.03% 418
2025
Q1 		$84.2K Buy
+1,195
New +$77.1K 0.04% 379

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

Rossby Financial's UL Position: Q1 2026 in Review

Rossby Financial increased its Unilever (UL) stake by 161% in Q1 2026, buying an estimated $104K and bringing the position to 2,514 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #462.

Rossby Financial first reported a position in UL in Q1 2025 and has held it in 5 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Rossby Financial held 2,514 shares of Unilever worth $141K as of Q1 2026.
  • Rossby Financial bought 1,549 Unilever shares in Q1 2026, an estimated $104K.
  • Unilever made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #462 holding.
  • Rossby Financial first reported a position in Unilever in Q1 2025 and has held it in 5 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.