AllSquare Wealth Management’s Unilever UL Stock Holding History

AllSquare 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	$5.93K	Hold	89	–	–	﹤0.01%	423
2025 Q2	$6.12K	Hold	89	–	–	﹤0.01%	419
2025 Q1	$5.96K	Hold	89	–	–	﹤0.01%	417
2024 Q4	$5.67K	Hold	89	–	–	﹤0.01%	424
2024 Q3	$6.5K	Hold	89	–	–	﹤0.01%	415
2024 Q2	$5.5K	Hold	89	–	–	﹤0.01%	420
2024 Q1	$5.02K	Hold	89	–	–	﹤0.01%	422
2023 Q4	$4.85K	Hold	89	–	–	﹤0.01%	428
2023 Q3	$4.94K	Hold	89	–	–	﹤0.01%	420
2023 Q2	$5K	Hold	89	–	–	﹤0.01%	435
2023 Q1	$5.19K	Hold	89	–	–	﹤0.01%	434
2022 Q4	$5.04K	Hold	89	–	–	﹤0.01%	420
2022 Q3	$4K	Hold	89	–	–	﹤0.01%	433
2022 Q2	$5K	Hold	89	–	–	﹤0.01%	426
2022 Q1	$5K	Hold	89	–	–	﹤0.01%	428
2021 Q4	$5K	Hold	89	–	–	﹤0.01%	427
2021 Q3	$5K	Hold	89	–	–	﹤0.01%	416
2021 Q2	$6K	Hold	89	–	–	﹤0.01%	421
2021 Q1	$6K	Hold	89	–	–	﹤0.01%	412
2020 Q4	$6K	Buy	+89	New	+$6.04K	﹤0.01%	379

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AllSquare Wealth Management held its Unilever (UL) position steady in Q3 2025 at 89 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

AllSquare Wealth Management first reported a position in UL in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.5K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

AllSquare Wealth Management held 89 shares of Unilever worth $5.93K as of Q3 2025.
AllSquare Wealth Management left its Unilever share count unchanged in Q3 2025.
Unilever made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #423 holding.
AllSquare Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 20 quarters since.
AllSquare Wealth Management's Unilever position peaked at $6.5K in Q3 2024.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.