Archford Capital Strategies’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,940
| Closed | -$202K | – | 346 |
|
|
2025
Q2 | $202K | Buy |
+2,940
| New | +$206K | 0.03% | 313 |
|
|
2025
Q1 | – | Sell |
-3,436
| Closed | -$219K | – | 302 |
|
|
2024
Q4 | $219K | Buy |
3,436
+3
| +0.1% | +$203 | 0.03% | 253 |
|
|
2024
Q3 | $244K | Sell |
3,433
-4
| -0.1% | -$277 | 0.04% | 235 |
|
|
2024
Q2 | $213K | Buy |
+3,437
| New | +$203K | 0.03% | 243 |
|
|
2023
Q4 | – | Sell |
-30,661
| Closed | -$1.7M | – | 284 |
|
|
2023
Q3 | $1.7M | Sell |
30,661
-556
| -2% | -$32.1K | 0.34% | 72 |
|
|
2023
Q2 | $1.81M | Sell |
31,217
-1,091
| -3% | -$64.8K | 0.34% | 68 |
|
|
2023
Q1 | $1.94M | Buy |
32,308
+856
| +3% | +$48.6K | 0.4% | 58 |
|
|
2022
Q4 | $1.78M | Buy |
31,452
+1,802
| +6% | +$96.4K | 0.41% | 63 |
|
|
2022
Q3 | $1.46M | Buy |
29,650
+907
| +3% | +$47.4K | 0.38% | 68 |
|
|
2022
Q2 | $1.48M | Buy |
+28,743
| New | +$1.46M | 0.37% | 68 |
|
|
2022
Q1 | – | Sell |
-15,861
| Closed | -$960K | – | 301 |
|
|
2021
Q4 | $960K | Buy |
15,861
+263
| +2% | +$15.6K | 0.22% | 120 |
|
|
2021
Q3 | $951K | Buy |
15,598
+1,053
| +7% | +$67.1K | 0.22% | 115 |
|
|
2021
Q2 | $957K | Buy |
14,545
+1,243
| +9% | +$82.7K | 0.24% | 110 |
|
|
2021
Q1 | $859K | Sell |
13,302
-12,551
| -49% | -$799K | 0.23% | 119 |
|
|
2020
Q4 | $1.76M | Buy |
25,853
+306
| +1% | +$20.8K | 0.4% | 69 |
|
|
2020
Q3 | $1.77M | Buy |
25,547
+1,183
| +5% | +$78.9K | 0.48% | 58 |
|
|
2020
Q2 | $1.5M | Buy |
24,364
+3,381
| +16% | +$202K | 0.45% | 63 |
|
|
2020
Q1 | $1.19M | Buy |
20,983
+1,451
| +7% | +$91K | 0.47% | 66 |
|
|
2019
Q4 | $1.26M | Buy |
19,532
+245
| +1% | +$16.3K | 0.43% | 72 |
|
|
2019
Q3 | $1.3M | Buy |
19,287
+250
| +1% | +$17.3K | 0.49% | 59 |
|
|
2019
Q2 | $1.33M | Buy |
19,037
+172
| +0.9% | +$11.7K | 0.48% | 58 |
|
|
2019
Q1 | $1.23M | Buy |
18,865
+7
| +0% | +$426 | 0.45% | 62 |
|
|
2018
Q4 | $1.11M | Buy |
18,858
+660
| +4% | +$39.8K | 0.45% | 62 |
|
|
2018
Q3 | $1.13M | Sell |
18,198
-895
| -5% | -$56.5K | 0.41% | 68 |
|
|
2018
Q2 | $1.19M | Sell |
19,093
-1,645
| -8% | -$102K | 0.42% | 70 |
|
|
2018
Q1 | $1.29M | Hold |
20,738
| – | – | 0.54% | 60 |
|
|
2017
Q4 | $1.29M | Buy |
20,738
+692
| +3% | +$43.9K | 0.48% | 60 |
|
|
2017
Q3 | $1.31M | Sell |
20,046
-106
| -0.5% | -$6.81K | 0.49% | 67 |
|
|
2017
Q2 | $1.23M | Buy |
20,152
+257
| +1% | +$15.3K | 0.48% | 68 |
|
|
2017
Q1 | $1.1M | Buy |
19,895
+1,493
| +8% | +$75.5K | 0.42% | 80 |
|
|
2016
Q4 | $842K | Buy |
18,402
+1,814
| +11% | +$84.5K | 0.36% | 99 |
|
|
2016
Q3 | $883K | Buy |
16,588
+14,428
| +668% | +$762K | 0.36% | 99 |
|
|
2016
Q2 | $116K | Sell |
2,160
-10,718
| -83% | -$550K | 0.06% | 186 |
|
|
2016
Q1 | $655K | Sell |
12,878
-1,238
| -9% | -$60.2K | 0.31% | 115 |
|
|
2015
Q4 | $648K | Buy |
+14,116
| New | +$689K | 0.29% | 118 |
|
Other funds holding UL
Archford Capital Strategies's UL Position: Q3 2025 in Review
Archford Capital Strategies sold out of Unilever (UL) in Q3 2025, closing a stake of 2,940 shares — an estimated $202K sold.
Archford Capital Strategies first reported a position in UL in Q4 2015 and held it in 35 quarters. The position peaked at $1.94M in Q1 2023. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.
- Archford Capital Strategies reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
- Archford Capital Strategies sold 2,940 Unilever shares in Q3 2025, an estimated $202K.
- Archford Capital Strategies first reported a position in Unilever in Q4 2015 and held it in 35 quarters.
- Archford Capital Strategies's Unilever position peaked at $1.94M in Q1 2023.
- 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.
Based on Archford Capital Strategies's 13F filing for Q3 2025, filed 17 Oct 2025.