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RAFFA WEALTH MANAGEMENT, LLC’s Unilever UL Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$6.91K Buy
115
+27
+31% +$1.56K ﹤0.01% 510
2026
Q1 		$5.01K Hold
88
– – ﹤0.01% 535
2025
Q4 		$5.75K Sell
88
-66
-43% -$4.44K ﹤0.01% 493
2025
Q3 		$10.3K Buy
154
+65
+73% +$4.49K ﹤0.01% 360
2025
Q2 		$6.12K Hold
89
– – ﹤0.01% 475
2025
Q1 		$5.96K Hold
89
– – ﹤0.01% 404
2024
Q4 		$5.67K Buy
89
+52
+141% +$3.51K ﹤0.01% 427
2024
Q3 		$2.73K Hold
37
– – ﹤0.01% 551
2024
Q2 		$2.31K Hold
37
– – ﹤0.01% 684
2024
Q1 		$2.11K Buy
+37
New +$2.05K ﹤0.01% 695
2023
Q3 		$2.08K Buy
+37
New +$2.14K ﹤0.01% 572
2022
Q4 		$7.35K Buy
130
+47
+57% +$2.52K ﹤0.01% 328
2022
Q3 		$4.08K Buy
+83
New +$4.34K ﹤0.01% 427
2021
Q4 		$10.4K Sell
172
-112
-39% -$6.65K ﹤0.01% 298
2021
Q3 		$17.3K Buy
284
+24
+9% +$1.53K 0.01% 205
2021
Q2 		$17.1K Buy
+260
New +$17.3K 0.01% 210
2020
Q4 		$15.3K Buy
+226
New +$15.3K 0.01% 204
2020
Q2 		$11.3K Sell
183
-34
-16% -$2.03K ﹤0.01% 218
2020
Q1 		$12.3K Buy
+217
New +$13.6K ﹤0.01% 189
2019
Q3 		$12K Buy
+178
New +$12.3K ﹤0.01% 222
2018
Q1 		$11.1K Hold
178
– – ﹤0.01% 199
2017
Q4 		$11.1K Buy
+178
New +$11.3K ﹤0.01% 186
2017
Q1 		$9.87K Buy
+178
New +$9.01K ﹤0.01% 174
2016
Q3 		$10.4K Buy
+196
New +$10.3K 0.01% 174
2016
Q1 		$9.94K Hold
196
– – 0.01% 179
2015
Q4 		$9.49K Buy
+196
New +$9.56K 0.01% 175
2015
Q2 		$9.45K Hold
196
– – 0.01% 168
2015
Q1 		$9.18K Hold
196
– – 0.01% 148
2014
Q4 		$8.91K Hold
196
– – 0.01% 152
2014
Q3 		$9.22K Buy
196
+18
+10% +$889 0.01% 150
2014
Q2 		$9.06K Hold
178
– – 0.01% 151
2014
Q1 		$8.56K Sell
178
-18
-9% -$812 0.01% 144
2013
Q4 		$8.91K Buy
+196
New +$8.77K 0.01% 152

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Unilever (UL) stake by 31% in Q2 2026, buying an estimated $1.56K and bringing the position to 115 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UL in Q4 2013 and has held it in 33 quarters since. The position peaked at $17.3K in Q3 2021. 383 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 115 shares of Unilever worth $6.91K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 27 Unilever shares in Q2 2026, an estimated $1.56K.
  • Unilever made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #510 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Unilever in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Unilever position peaked at $17.3K in Q3 2021.
  • 383 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.