Atala Financial’s Unilever UL Stock Holding History

Atala Financial’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 Q2	–	Sell	-98	Closed	-$6.55K	–	425
2025 Q1	$6.55K	Hold	98	–	–	﹤0.01%	381
2024 Q4	$6.24K	Buy	+98	New	+$6.62K	﹤0.01%	396

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Atala Financial's UL Position: Q2 2025 in Review

Atala Financial sold out of Unilever (UL) in Q2 2025, closing a stake of 98 shares — an estimated $6.55K sold.

Atala Financial first reported a position in UL in Q4 2024 and held it in 2 quarters. The position peaked at $6.55K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Atala Financial reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 98 Unilever shares in Q2 2025, an estimated $6.55K.
Atala Financial first reported a position in Unilever in Q4 2024 and held it in 2 quarters.
Atala Financial's Unilever position peaked at $6.55K in Q1 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.