Beacon Capital Management LLC (Tennessee)’s Unilever UL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-248	Closed	-$17.1K	–	946
2025 Q2	$17.1K	Buy	248 +1	+0.4%	+$70	﹤0.01%	529
2025 Q1	$16.6K	Buy	247 +2	+0.8%	+$129	﹤0.01%	512
2024 Q4	$15.7K	Buy	245 +1	+0.4%	+$68	﹤0.01%	517
2024 Q3	$17.9K	Buy	244 +78	+47%	+$5.39K	﹤0.01%	511
2024 Q2	$10.3K	Buy	166 +2	+1%	+$118	﹤0.01%	565
2024 Q1	$9.29K	Buy	164 +113	+222%	+$6.26K	﹤0.01%	584
2023 Q4	$2.82K	Hold	51	–	–	﹤0.01%	751
2023 Q3	$2.97K	Hold	51	–	–	﹤0.01%	777
2023 Q2	$2.97K	Buy	+51	New	+$3.03K	﹤0.01%	777

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Beacon Capital Management LLC (Tennessee)'s UL Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Unilever (UL) in Q3 2025, closing a stake of 248 shares — an estimated $17.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UL in Q2 2023 and held it in 9 quarters. The position peaked at $17.9K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 248 Unilever shares in Q3 2025, an estimated $17.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Unilever in Q2 2023 and held it in 9 quarters.
Beacon Capital Management LLC (Tennessee)'s Unilever position peaked at $17.9K in Q3 2024.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.