Bard Financial Services’s Unilever UL Stock Holding History

Bard Financial Services’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 Q3	$2M	Hold	30,044	–	–	0.22%	87
2025 Q2	$2.07M	Hold	30,044	–	–	0.25%	84
2025 Q1	$2.01M	Sell	30,044 -578	-2%	-$37.3K	0.25%	85
2024 Q4	$1.95M	Hold	30,622	–	–	0.23%	88
2024 Q3	$2.24M	Sell	30,622 -6,222	-17%	-$430K	0.26%	80
2024 Q2	$2.28M	Sell	36,844 -7,258	-16%	-$429K	0.24%	82
2024 Q1	$2.49M	Sell	44,102 -1,049	-2%	-$58.1K	0.26%	79
2023 Q4	$2.46M	Sell	45,151 -467	-1%	-$25.2K	0.28%	79
2023 Q3	$2.54M	Sell	45,618 -1,978	-4%	-$114K	0.31%	71
2023 Q2	$2.79M	Sell	47,596 -1,511	-3%	-$89.7K	0.21%	97
2023 Q1	$2.87M	Sell	49,107 -8,595	-15%	-$488K	0.23%	91
2022 Q4	$3.27M	Sell	57,702 -14,285	-20%	-$764K	0.28%	84
2022 Q3	$3.55M	Buy	71,987 +4,489	+7%	+$235K	0.33%	76
2022 Q2	$3.48M	Buy	67,498 +46,365	+219%	+$2.36M	0.32%	76
2022 Q1	$1.08M	Buy	21,133 +1,577	+8%	+$87.8K	0.09%	151
2021 Q4	$1.18M	Hold	19,556	–	–	0.1%	138
2021 Q3	$1.19M	Hold	19,556	–	–	0.11%	132
2021 Q2	$1.29M	Hold	19,556	–	–	0.11%	128
2021 Q1	$1.23M	Hold	19,556	–	–	0.12%	125
2020 Q4	$1.33M	Buy	+19,556	New	+$1.33M	0.13%	120

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bard Financial Services's UL Position: Q3 2025 in Review

Bard Financial Services held its Unilever (UL) position steady in Q3 2025 at 30,044 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #87.

Bard Financial Services first reported a position in UL in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.55M in Q3 2022. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Bard Financial Services held 30,044 shares of Unilever worth $2M as of Q3 2025.
Bard Financial Services left its Unilever share count unchanged in Q3 2025.
Unilever made up 0.22% of Bard Financial Services's portfolio in Q3 2025, its #87 holding.
Bard Financial Services first reported a position in Unilever in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Unilever position peaked at $3.55M in Q3 2022.
1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.