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Bell Bank’s Unilever UL Stock Holding History

Bell Bank’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
-90,788
Closed -$6.05M – 207
2025
Q3 		$6.05M Buy
90,788
+5,071
+6% +$350K 0.26% 53
2025
Q2 		$5.9M Sell
85,717
-20,730
-19% -$1.45M 0.28% 53
2025
Q1 		$7.13M Buy
106,447
+7,055
+7% +$455K 0.39% 47
2024
Q4 		$6.34M Buy
99,392
+15,523
+19% +$1.05M 0.47% 42
2024
Q3 		$6.13M Sell
83,869
-15,922
-16% -$1.1M 0.73% 40
2024
Q2 		$6.17M Buy
99,791
+60,480
+154% +$3.57M 0.52% 38
2024
Q1 		$2.22M Buy
39,311
+1,826
+5% +$101K 0.19% 56
2023
Q4 		$2.04M Buy
37,485
+1,843
+5% +$99.4K 0.2% 60
2023
Q3 		$1.98M Buy
35,642
+112
+0.3% +$6.47K 0.22% 61
2023
Q2 		$2.08M Buy
+35,530
New +$2.11M 0.22% 61

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bell Bank's UL Position: Q4 2025 in Review

Bell Bank sold out of Unilever (UL) in Q4 2025, closing a stake of 90,788 shares — an estimated $6.05M sold.

Bell Bank first reported a position in UL in Q2 2023 and held it in 10 quarters. The position peaked at $7.13M in Q1 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Bell Bank reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Bell Bank sold 90,788 Unilever shares in Q4 2025, an estimated $6.05M.
  • Bell Bank first reported a position in Unilever in Q2 2023 and held it in 10 quarters.
  • Bell Bank's Unilever position peaked at $7.13M in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Bell Bank's 13F filing for Q4 2025, filed 14 Jan 2026.