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Accredited Wealth Management’s Unilever UL Stock Holding History

Accredited 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 		$43K Sell
337
-305
-48% -$21.1K 0.03% 150
2025
Q2 		$44.2K Sell
642
-41
-6% -$2.88K 0.04% 144
2025
Q1 		$45.8K Buy
683
+2
+0.3% +$129 0.04% 128
2024
Q4 		$43.4K Buy
+681
New +$46K 0.04% 145

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
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

Accredited Wealth Management's UL Position: Q3 2025 in Review

Accredited Wealth Management reduced its Unilever (UL) stake by 48% in Q3 2025, selling an estimated $21.1K and leaving 337 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #150.

Accredited Wealth Management first reported a position in UL in Q4 2024 and has held it in 4 quarters since. The position peaked at $45.8K in Q1 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Accredited Wealth Management held 337 shares of Unilever worth $43K as of Q3 2025.
  • Accredited Wealth Management sold 305 Unilever shares in Q3 2025, an estimated $21.1K.
  • Unilever made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #150 holding.
  • Accredited Wealth Management first reported a position in Unilever in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Unilever position peaked at $45.8K in Q1 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.