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Abich Financial Wealth Management’s Unilever UL Stock Holding History

Abich Financial 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
Q3 		$6.4K Buy
+96
New +$6.63K ﹤0.01% 492
2024
Q3 		– Sell
-474
Closed -$29.3K – 810
2024
Q2 		$29.3K Buy
474
+378
+394% +$22.3K 0.02% 199
2024
Q1 		$5.42K Buy
+96
New +$5.32K ﹤0.01% 287

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Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abich Financial Wealth Management's UL Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Unilever (UL) in Q3 2025: 96 shares worth $6.4K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in UL as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in UL in Q1 2024 and has held it in 3 quarters since. The position peaked at $29.3K in Q2 2024. 1,173 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Abich Financial Wealth Management held 96 shares of Unilever worth $6.4K as of Q3 2025.
  • Unilever was a new Abich Financial Wealth Management position in Q3 2025.
  • Unilever made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #492 holding.
  • Abich Financial Wealth Management first reported a position in Unilever in Q1 2024 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's Unilever position peaked at $29.3K in Q2 2024.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.