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Claris Advisors’s Unilever UL Stock Holding History

Claris Advisors’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 		– Sell
-3,593
Closed -$241K – 84
2025
Q1 		$241K Hold
3,593
– – 0.09% 68
2024
Q4 		$229K Buy
3,593
+3,556
+9,611% +$240K 0.09% 65
2024
Q3 		$2.73K Buy
+37
New +$2.56K ﹤0.01% 310
2023
Q1 		– Sell
-3,593
Closed -$204K – 51
2022
Q4 		$204K Buy
+3,593
New +$192K 0.19% 48
2022
Q1 		– Sell
-3,593
Closed -$217K – 51
2021
Q4 		$217K Buy
+3,593
New +$213K 0.23% 42

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Claris Advisors's UL Position: Q2 2025 in Review

Claris Advisors sold out of Unilever (UL) in Q2 2025, closing a stake of 3,593 shares — an estimated $241K sold.

Claris Advisors first reported a position in UL in Q4 2021 and held it in 5 quarters. The position peaked at $241K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Claris Advisors reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Claris Advisors sold 3,593 Unilever shares in Q2 2025, an estimated $241K.
  • Claris Advisors first reported a position in Unilever in Q4 2021 and held it in 5 quarters.
  • Claris Advisors's Unilever position peaked at $241K in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.