BCGM Wealth Management’s Unilever UL Stock Holding History

BCGM 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 Q4	–	Sell	-12,107	Closed	-$807K	–	182
2025 Q3	$807K	Sell	12,107 -1,025	-8%	-$70.7K	0.21%	87
2025 Q2	$904K	Buy	13,132 +326	+3%	+$22.9K	0.25%	78
2025 Q1	$858K	Buy	12,806 +1,094	+9%	+$70.6K	0.26%	77
2024 Q4	$747K	Sell	11,712 -742	-6%	-$50.1K	0.24%	81
2024 Q3	$910K	Buy	12,454 +123	+1%	+$8.5K	0.3%	71
2024 Q2	$763K	Sell	12,331 -837	-6%	-$49.5K	0.26%	76
2024 Q1	$744K	Sell	13,168 -900	-6%	-$49.9K	0.27%	72
2023 Q4	$767K	Buy	14,068 +627	+5%	+$33.8K	0.31%	64
2023 Q3	$747K	Buy	13,441 +2,157	+19%	+$125K	0.34%	61
2023 Q2	$662K	Buy	11,284 +835	+8%	+$49.6K	0.29%	62
2023 Q1	$610K	Buy	+10,449	New	+$594K	0.31%	61

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

BCGM Wealth Management's UL Position: Q4 2025 in Review

BCGM Wealth Management sold out of Unilever (UL) in Q4 2025, closing a stake of 12,107 shares — an estimated $807K sold.

BCGM Wealth Management first reported a position in UL in Q1 2023 and held it in 11 quarters. The position peaked at $910K in Q3 2024. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

BCGM Wealth Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
BCGM Wealth Management sold 12,107 Unilever shares in Q4 2025, an estimated $807K.
BCGM Wealth Management first reported a position in Unilever in Q1 2023 and held it in 11 quarters.
BCGM Wealth Management's Unilever position peaked at $910K in Q3 2024.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on BCGM Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.