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Rothschild Investment LLC’s Unilever UL Stock Holding History

Rothschild Investment LLC’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 		$118K Buy
1,957
+515
+36% +$29.8K ﹤0.01% 998
2026
Q1 		$82.2K Sell
1,442
-829
-37% -$55.6K ﹤0.01% 964
2025
Q4 		$149K Buy
2,271
+1
+0% +$67 0.01% 709
2025
Q3 		$151K Buy
2,270
+577
+34% +$39.8K 0.01% 693
2025
Q2 		$117K Sell
1,693
-43
-2% -$3.02K 0.01% 609
2025
Q1 		$116K Sell
1,736
-60
-3% -$3.87K 0.01% 601
2024
Q4 		$115K Sell
1,796
-54
-3% -$3.65K 0.01% 607
2024
Q3 		$135K Buy
1,850
+117
+7% +$8.09K 0.01% 588
2024
Q2 		$107K Buy
1,733
+587
+51% +$34.7K 0.01% 608
2024
Q1 		$64.7K Sell
1,146
-122
-10% -$6.76K ﹤0.01% 682
2023
Q4 		$69.1K Buy
+1,268
New +$68.4K 0.01% 609
2019
Q2 		– Sell
-4,212
Closed -$273K – 398
2019
Q1 		$273K Sell
4,212
-1,022
-20% -$62.3K 0.03% 314
2018
Q4 		$308K Buy
5,234
+38
+0.7% +$2.29K 0.04% 287
2018
Q3 		$321K Hold
5,196
– – 0.04% 289
2018
Q2 		$323K Sell
5,196
-1,104
-18% -$68.6K 0.04% 287
2018
Q1 		$394K Sell
6,300
-978
-13% -$59.5K 0.05% 264
2017
Q4 		$453K Sell
7,278
-156
-2% -$9.89K 0.05% 285
2017
Q3 		$485K Sell
7,434
-8,058
-52% -$518K 0.05% 279
2017
Q2 		$943K Sell
15,492
-2,309
-13% -$138K 0.11% 209
2017
Q1 		$988K Buy
17,801
+4,320
+32% +$219K 0.12% 197
2016
Q4 		$617K Buy
13,481
+5,422
+67% +$253K 0.07% 230
2016
Q3 		$430K Buy
8,059
+245
+3% +$12.9K 0.05% 286
2016
Q2 		$421K Buy
7,814
+1,600
+26% +$82.1K 0.05% 290
2016
Q1 		$316K Hold
6,214
– – 0.04% 335
2015
Q4 		$301K Sell
6,214
-353
-5% -$17.2K 0.04% 349
2015
Q3 		$301K Hold
6,567
– – 0.04% 356
2015
Q2 		$317K Buy
6,567
+1,162
+21% +$57.4K 0.04% 373
2015
Q1 		$254K Buy
5,405
+128
+2% +$6.13K 0.03% 412
2014
Q4 		$240K Sell
5,277
-267
-5% -$12.3K 0.03% 419
2014
Q3 		$261K Buy
+5,544
New +$274K 0.03% 401

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rothschild Investment LLC's UL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Unilever (UL) stake by 36% in Q2 2026, buying an estimated $29.8K and bringing the position to 1,957 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Rothschild Investment LLC first reported a position in UL in Q3 2014 and has held it in 30 quarters since. The position peaked at $988K in Q1 2017. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Rothschild Investment LLC held 1,957 shares of Unilever worth $118K as of Q2 2026.
  • Rothschild Investment LLC bought 515 Unilever shares in Q2 2026, an estimated $29.8K.
  • Unilever made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #998 holding.
  • Rothschild Investment LLC first reported a position in Unilever in Q3 2014 and has held it in 30 quarters since.
  • Rothschild Investment LLC's Unilever position peaked at $988K in Q1 2017.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.