CWM
UL icon

Centricity Wealth Management’s Unilever UL Stock Holding History

Centricity Wealth Management’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
Q2 		$20.1K Hold
292
– – 0.02% 260
2025
Q1 		$19.6K Hold
292
– – 0.02% 253
2024
Q4 		$18.7K Buy
+292
New +$19.7K 0.02% 260

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Centricity Wealth Management's UL Position: Q2 2025 in Review

Centricity Wealth Management held its Unilever (UL) position steady in Q2 2025 at 292 shares worth $20.1K. The position accounts for 0.02% of the portfolio, ranked #260.

Centricity Wealth Management first reported a position in UL in Q4 2024 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Centricity Wealth Management held 292 shares of Unilever worth $20.1K as of Q2 2025.
  • Centricity Wealth Management left its Unilever share count unchanged in Q2 2025.
  • Unilever made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #260 holding.
  • Centricity Wealth Management first reported a position in Unilever in Q4 2024 and has held it in 3 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.