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Berry Wealth Group’s Unilever UL Stock Holding History

Berry Wealth Group’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
-5,423
Closed -$373K – 102
2025
Q2 		$373K Buy
5,423
+411
+8% +$28.8K 0.26% 53
2025
Q1 		$336K Buy
5,012
+1,467
+41% +$94.6K 0.26% 52
2024
Q4 		$226K Buy
3,545
+275
+8% +$18.6K 0.16% 83
2024
Q3 		$239K Buy
+3,270
New +$226K 0.17% 77

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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berry Wealth Group's UL Position: Q3 2025 in Review

Berry Wealth Group sold out of Unilever (UL) in Q3 2025, closing a stake of 5,423 shares — an estimated $373K sold.

Berry Wealth Group first reported a position in UL in Q3 2024 and held it in 4 quarters. The position peaked at $373K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Berry Wealth Group reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 5,423 Unilever shares in Q3 2025, an estimated $373K.
  • Berry Wealth Group first reported a position in Unilever in Q3 2024 and held it in 4 quarters.
  • Berry Wealth Group's Unilever position peaked at $373K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.