Aries Wealth Management’s Unilever UL Stock Holding History

Aries 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	-4,639	Closed	-$296K	–	236
2024 Q4	$296K	Sell	4,639 -1,165	-20%	-$78.7K	0.08%	179
2024 Q3	$424K	Sell	5,804 -177	-3%	-$12.2K	0.12%	150
2024 Q2	$370K	Hold	5,981	–	–	0.12%	143
2024 Q1	$338K	Buy	5,981 +177	+3%	+$9.81K	0.11%	153
2023 Q4	$317K	Buy	5,804 +134	+2%	+$7.23K	0.11%	149
2023 Q3	$306K	Buy	5,670 +178	+3%	+$10.3K	0.12%	148
2023 Q2	$322K	Sell	5,492 -116	-2%	-$6.89K	0.12%	145
2023 Q1	$328K	Buy	5,608 +622	+12%	+$35.3K	0.13%	139
2022 Q4	$282K	Buy	+4,986	New	+$267K	0.12%	151
2021 Q4	–	Sell	-3,591	Closed	-$219K	–	194
2021 Q3	$219K	Hold	3,591	–	–	0.09%	163
2021 Q2	$236K	Hold	3,591	–	–	0.1%	159
2021 Q1	$229K	Hold	3,591	–	–	0.1%	156
2020 Q4	$245K	Buy	+3,591	New	+$244K	0.12%	144
2019 Q3	–	Sell	-2,880	Closed	-$205K	–	166
2019 Q2	$205K	Buy	+2,880	New	+$195K	0.14%	146

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Aries Wealth Management sold out of Unilever (UL) in Q1 2025, closing a stake of 4,639 shares — an estimated $296K sold.

Aries Wealth Management first reported a position in UL in Q2 2019 and held it in 14 quarters. The position peaked at $424K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Aries Wealth Management reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
Aries Wealth Management sold 4,639 Unilever shares in Q1 2025, an estimated $296K.
Aries Wealth Management first reported a position in Unilever in Q2 2019 and held it in 14 quarters.
Aries Wealth Management's Unilever position peaked at $424K in Q3 2024.
1,178 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Aries Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.