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Activest Wealth Management’s Unilever UL Stock Holding History

Activest 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
Q1 		– Sell
-311
Closed -$20.1K – 1172
2024
Q4 		$19.8K Buy
311
+133
+75% +$8.98K 0.01% 248
2024
Q3 		$13K Buy
+178
New +$12.3K ﹤0.01% 292
2024
Q1 		– Sell
-324
Closed -$17.9K – 408
2023
Q4 		$17.7K Buy
+324
New +$17.5K 0.01% 157

Other funds holding UL

Wellington Management Group
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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Activest Wealth Management's UL Position: Q1 2025 in Review

Activest Wealth Management sold out of Unilever (UL) in Q1 2025, closing a stake of 311 shares — an estimated $20.1K sold.

Activest Wealth Management first reported a position in UL in Q4 2023 and held it in 3 quarters. The position peaked at $19.8K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Activest Wealth Management reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Activest Wealth Management sold 311 Unilever shares in Q1 2025, an estimated $20.1K.
  • Activest Wealth Management first reported a position in Unilever in Q4 2023 and held it in 3 quarters.
  • Activest Wealth Management's Unilever position peaked at $19.8K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.