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Aberdeen Wealth Management’s Unilever UL Stock Holding History

Aberdeen Wealth Management’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
2025
Q2 		– Sell
-11,625
Closed -$779K – 171
2025
Q1 		$779K Buy
11,625
+1
+0% +$65 0.54% 53
2024
Q4 		$741K Sell
11,624
-1,200
-9% -$81K 0.51% 55
2024
Q3 		$937K Buy
12,824
+1
+0% +$69 0.62% 41
2024
Q2 		$793K Sell
12,823
-445
-3% -$26.3K 0.54% 48
2024
Q1 		$749K Sell
13,268
-65
-0.5% -$3.6K 0.44% 63
2023
Q4 		$727K Hold
13,333
– – 0.53% 54
2023
Q3 		$741K Buy
13,333
+1
+0% +$58 0.56% 49
2023
Q2 		$782K Hold
13,332
– – 0.57% 46
2023
Q1 		$779K Hold
13,332
– – 0.58% 47
2022
Q4 		$755K Hold
13,332
– – 0.57% 48
2022
Q3 		$657K Hold
13,332
– – 0.58% 48
2022
Q2 		$687K Hold
13,332
– – 0.55% 51
2022
Q1 		$683K Buy
13,332
+178
+1% +$9.91K 0.47% 62
2021
Q4 		$796K Buy
13,154
+332
+3% +$19.7K 0.52% 52
2021
Q3 		$782K Sell
12,822
-222
-2% -$14.1K 0.76% 43
2021
Q2 		$858K Buy
13,044
+115
+0.9% +$7.65K 0.79% 42
2021
Q1 		$812K Sell
12,929
-30
-0.2% -$1.91K 0.65% 47
2020
Q4 		$880K Buy
12,959
+6,363
+96% +$432K 0.66% 39
2020
Q3 		$458K Sell
6,596
-609
-8% -$40.6K 0.44% 66
2020
Q2 		$445K Buy
7,205
+632
+10% +$37.8K 0.48% 71
2020
Q1 		$374K Sell
6,573
-445
-6% -$27.9K 0.45% 67
2019
Q4 		$451K Buy
+7,018
New +$466K 0.34% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Wealth Management's UL Position: Q2 2025 in Review

Aberdeen Wealth Management sold out of Unilever (UL) in Q2 2025, closing a stake of 11,625 shares — an estimated $779K sold.

Aberdeen Wealth Management first reported a position in UL in Q4 2019 and held it in 22 quarters. The position peaked at $937K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Aberdeen Wealth Management reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Aberdeen Wealth Management sold 11,625 Unilever shares in Q2 2025, an estimated $779K.
  • Aberdeen Wealth Management first reported a position in Unilever in Q4 2019 and held it in 22 quarters.
  • Aberdeen Wealth Management's Unilever position peaked at $937K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Aberdeen Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.