BFIC
UL icon

Bedell Frazier Investment Counselling’s Unilever UL Stock Holding History

Bedell Frazier Investment Counselling’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
-5,872
Closed -$392K – 141
2025
Q3 		$392K Sell
5,872
-135,994
-96% -$9.39M 0.08% 99
2025
Q2 		$9.76M Buy
141,866
+55,973
+65% +$3.93M 2.46% 11
2025
Q1 		$5.75M Buy
+85,893
New +$5.54M 1.46% 21

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bedell Frazier Investment Counselling's UL Position: Q4 2025 in Review

Bedell Frazier Investment Counselling sold out of Unilever (UL) in Q4 2025, closing a stake of 5,872 shares — an estimated $392K sold.

Bedell Frazier Investment Counselling first reported a position in UL in Q1 2025 and held it in 3 quarters. The position peaked at $9.76M in Q2 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Bedell Frazier Investment Counselling reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 5,872 Unilever shares in Q4 2025, an estimated $392K.
  • Bedell Frazier Investment Counselling first reported a position in Unilever in Q1 2025 and held it in 3 quarters.
  • Bedell Frazier Investment Counselling's Unilever position peaked at $9.76M in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2025, filed 17 Feb 2026.