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Alpha Cubed Investments’s Unilever UL Stock Holding History

Alpha Cubed Investments’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
Q4 		$15.9M Sell
242,595
-3,042
-1% -$204K 0.54% 43
2025
Q3 		$16.4M Sell
245,637
-9,386
-4% -$648K 0.57% 43
2025
Q2 		$17.5M Buy
255,023
+759
+0.3% +$53.3K 0.67% 39
2025
Q1 		$17M Buy
254,264
+18,941
+8% +$1.22M 0.76% 39
2024
Q4 		$15M Buy
235,323
+26,029
+12% +$1.76M 0.69% 40
2024
Q3 		$15.3M Sell
209,294
-6,475
-3% -$448K 0.68% 42
2024
Q2 		$13.3M Sell
215,769
-2,503
-1% -$148K 0.64% 44
2024
Q1 		$12.3M Buy
218,272
+100,300
+85% +$5.56M 0.64% 43
2023
Q4 		$6.43M Sell
117,972
-42,343
-26% -$2.28M 0.36% 64
2023
Q3 		$8.91M Sell
160,315
-14,705
-8% -$850K 0.6% 47
2023
Q2 		$10.3M Buy
175,020
+73,401
+72% +$4.36M 0.69% 43
2023
Q1 		$5.94M Buy
+101,619
New +$5.77M 0.43% 59
2019
Q2 		– Sell
-3,180
Closed -$207K – 268
2019
Q1 		$207K Buy
+3,180
New +$194K 0.03% 224
2018
Q4 		– Sell
-4,172
Closed -$254K – 309
2018
Q3 		$254K Sell
4,172
-1,904
-31% -$120K 0.03% 264
2018
Q2 		$378K Buy
6,076
+1,556
+34% +$96.7K 0.05% 147
2018
Q1 		$283K Sell
4,520
-2,084
-32% -$127K 0.04% 177
2017
Q4 		$411K Hold
6,604
– – 0.05% 159
2017
Q3 		$431K Buy
6,604
+187
+3% +$12K 0.06% 144
2017
Q2 		$391K Buy
6,417
+1,289
+25% +$76.8K 0.07% 135
2017
Q1 		$285K Buy
+5,128
New +$259K 0.06% 152

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Alpha Cubed Investments's UL Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Unilever (UL) stake by 1.2% in Q4 2025, selling an estimated $204K and leaving 242,595 shares worth $15.9M. The position accounts for 0.54% of the portfolio, ranked #43.

Alpha Cubed Investments first reported a position in UL in Q1 2017 and has held it in 20 quarters since. The position peaked at $17.5M in Q2 2025. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Alpha Cubed Investments held 242,595 shares of Unilever worth $15.9M as of Q4 2025.
  • Alpha Cubed Investments sold 3,042 Unilever shares in Q4 2025, an estimated $204K.
  • Unilever made up 0.54% of Alpha Cubed Investments's portfolio in Q4 2025, its #43 holding.
  • Alpha Cubed Investments first reported a position in Unilever in Q1 2017 and has held it in 20 quarters since.
  • Alpha Cubed Investments's Unilever position peaked at $17.5M in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.