Cladis Investment Advisory’s Unilever UL Stock Holding History

Cladis Investment Advisory’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	-2,933	Closed	-$202K	–	155
2025 Q2	$202K	Buy	+2,933	New	+$206K	0.13%	135
2024 Q4	–	Sell	-3,111	Closed	-$227K	–	141
2024 Q3	$227K	Sell	3,111 -2,667	-46%	-$184K	0.16%	118
2024 Q2	$357K	Hold	5,778	–	–	0.26%	96
2024 Q1	$326K	Sell	5,778 -1,333	-19%	-$73.8K	0.24%	104
2023 Q4	$388K	Buy	7,111 +2,477	+53%	+$134K	0.3%	83
2023 Q3	$258K	Sell	4,634 -2,775	-37%	-$160K	0.23%	101
2023 Q2	$435K	Sell	7,409 -888	-11%	-$52.7K	0.38%	77
2023 Q1	$485K	Buy	8,297 +2,668	+47%	+$152K	0.44%	75
2022 Q4	$319K	Sell	5,629 -1,511	-21%	-$80.9K	0.32%	91
2022 Q3	$352K	Buy	+7,140	New	+$373K	0.38%	84

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cladis Investment Advisory's UL Position: Q3 2025 in Review

Cladis Investment Advisory sold out of Unilever (UL) in Q3 2025, closing a stake of 2,933 shares — an estimated $202K sold.

Cladis Investment Advisory first reported a position in UL in Q3 2022 and held it in 10 quarters. The position peaked at $485K in Q1 2023. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Cladis Investment Advisory reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Cladis Investment Advisory sold 2,933 Unilever shares in Q3 2025, an estimated $202K.
Cladis Investment Advisory first reported a position in Unilever in Q3 2022 and held it in 10 quarters.
Cladis Investment Advisory's Unilever position peaked at $485K in Q1 2023.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Cladis Investment Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.