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Blue Barn Wealth’s Unilever UL Stock Holding History

Blue Barn Wealth’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
-5,923
Closed -$395K – 155
2025
Q3 		$395K Buy
5,923
+1,140
+24% +$78.7K 0.17% 81
2025
Q2 		$329K Buy
4,783
+51
+1% +$3.58K 0.16% 98
2025
Q1 		$317K Sell
4,732
-44
-0.9% -$2.84K 0.17% 93
2024
Q4 		$305K Buy
4,776
+354
+8% +$23.9K 0.16% 97
2024
Q3 		$323K Buy
4,422
+565
+15% +$39.1K 0.17% 91
2024
Q2 		$239K Buy
+3,857
New +$228K 0.13% 111

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State Farm Mutual Automobile Insurance
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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

Blue Barn Wealth's UL Position: Q4 2025 in Review

Blue Barn Wealth sold out of Unilever (UL) in Q4 2025, closing a stake of 5,923 shares — an estimated $395K sold.

Blue Barn Wealth first reported a position in UL in Q2 2024 and held it in 6 quarters. The position peaked at $395K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Blue Barn Wealth reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 5,923 Unilever shares in Q4 2025, an estimated $395K.
  • Blue Barn Wealth first reported a position in Unilever in Q2 2024 and held it in 6 quarters.
  • Blue Barn Wealth's Unilever position peaked at $395K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.