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Certuity’s Unilever UL Stock Holding History

Certuity’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
-3,193
Closed -$220K – 573
2025
Q2 		$220K Sell
3,193
-155
-5% -$10.9K 0.02% 374
2025
Q1 		$224K Sell
3,348
-152
-4% -$9.81K 0.02% 346
2024
Q4 		$223K Buy
3,500
+634
+22% +$42.8K 0.02% 331
2024
Q3 		$209K Buy
+2,866
New +$198K 0.02% 323
2021
Q4 		– Sell
-3,657
Closed -$223K – 396
2021
Q3 		$223K Buy
+3,657
New +$233K 0.04% 342

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

Certuity's UL Position: Q3 2025 in Review

Certuity sold out of Unilever (UL) in Q3 2025, closing a stake of 3,193 shares — an estimated $220K sold.

Certuity first reported a position in UL in Q3 2021 and held it in 5 quarters. The position peaked at $224K in Q1 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Certuity reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Certuity sold 3,193 Unilever shares in Q3 2025, an estimated $220K.
  • Certuity first reported a position in Unilever in Q3 2021 and held it in 5 quarters.
  • Certuity's Unilever position peaked at $224K in Q1 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Certuity's 13F filing for Q3 2025, filed 13 Nov 2025.