Arete Wealth Advisors’s Unilever UL Stock Holding History

Arete Wealth Advisors’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	–	Sell	-4,134	Closed	-$276K	–	727
2025 Q3	$276K	Buy	4,134 +231	+6%	+$15.9K	0.02%	627
2025 Q2	$269K	Buy	3,903 +107	+3%	+$7.51K	0.02%	599
2025 Q1	$254K	Sell	3,796 -232	-6%	-$15K	0.02%	599
2024 Q4	$257K	Sell	4,028 -612	-13%	-$41.3K	0.02%	611
2024 Q3	$338K	Sell	4,640 -1,768	-28%	-$122K	0.03%	485
2024 Q2	$396K	Buy	+6,408	New	+$379K	0.03%	446
2024 Q1	–	Sell	-5,324	Closed	-$290K	–	714
2023 Q4	$290K	Buy	5,324 +69	+1%	+$3.72K	0.02%	558
2023 Q3	$292K	Buy	+5,255	New	+$304K	0.05%	349

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arete Wealth Advisors's UL Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Unilever (UL) in Q4 2025, closing a stake of 4,134 shares — an estimated $276K sold.

Arete Wealth Advisors first reported a position in UL in Q3 2023 and held it in 8 quarters. The position peaked at $396K in Q2 2024. 1,155 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Arete Wealth Advisors reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 4,134 Unilever shares in Q4 2025, an estimated $276K.
Arete Wealth Advisors first reported a position in Unilever in Q3 2023 and held it in 8 quarters.
Arete Wealth Advisors's Unilever position peaked at $396K in Q2 2024.
1,155 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.