RWA Wealth Partners’s Unilever UL Stock Holding History

RWA Wealth 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 Q2	$779K	Sell	12,964 -290	-2%	-$16.8K	0.01%	392
2026 Q1	$755K	Buy	13,254 +23	+0.2%	+$1.54K	0.01%	384
2025 Q4	$865K	Buy	13,231 +983	+8%	+$66.1K	0.01%	360
2025 Q3	$817K	Buy	12,248 +18	+0.1%	+$1.24K	0.01%	369
2025 Q2	$842K	Buy	12,230 +8,654	+242%	+$607K	0.01%	355
2025 Q1	$240K	Buy	+3,576	New	+$231K	﹤0.01%	514
2024 Q4	–	Sell	-4,889	Closed	-$357K	–	594
2024 Q3	$357K	Buy	4,889 +1,201	+33%	+$83K	﹤0.01%	448
2024 Q2	$228K	Buy	3,688 +132	+4%	+$7.8K	﹤0.01%	505
2024 Q1	$201K	Buy	+3,556	New	+$197K	﹤0.01%	525
2018 Q3	–	Sell	-856	Closed	-$53K	–	668
2018 Q2	$53K	Buy	+856	New	+$53.2K	0.01%	397

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWA Wealth Partners's UL Position: Q2 2026 in Review

RWA Wealth Partners reduced its Unilever (UL) stake by 2.2% in Q2 2026, selling an estimated $16.8K and leaving 12,964 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #392.

RWA Wealth Partners first reported a position in UL in Q2 2018 and has held it in 10 quarters since. The position peaked at $865K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

RWA Wealth Partners held 12,964 shares of Unilever worth $779K as of Q2 2026.
RWA Wealth Partners sold 290 Unilever shares in Q2 2026, an estimated $16.8K.
Unilever made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #392 holding.
RWA Wealth Partners first reported a position in Unilever in Q2 2018 and has held it in 10 quarters since.
RWA Wealth Partners's Unilever position peaked at $865K in Q4 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.