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Clarius Group LLC’s Unilever UL Stock Holding History

Clarius Group LLC’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 		$328K Sell
5,017
-3
-0.1% -$202 0.02% 270
2025
Q3 		$335K Sell
5,020
-2,153
-30% -$149K 0.02% 278
2025
Q2 		$494K Hold
7,173
– – 0.03% 253
2025
Q1 		$481K Buy
7,173
+187
+3% +$12.1K 0.03% 247
2024
Q4 		$446K Buy
6,986
+2,287
+49% +$154K 0.03% 241
2024
Q3 		$343K Sell
4,699
-1,303
-22% -$90.1K 0.02% 290
2024
Q2 		$371K Sell
6,002
-1,490
-20% -$88K 0.03% 271
2024
Q1 		$423K Sell
7,492
-1,885
-20% -$104K 0.03% 259
2023
Q4 		$511K Sell
9,377
-1,323
-12% -$71.4K 0.04% 231
2023
Q3 		$595K Buy
10,700
+99
+0.9% +$5.72K 0.06% 190
2023
Q2 		$622K Buy
10,601
+23
+0.2% +$1.37K 0.05% 219
2023
Q1 		$618K Sell
10,578
-131
-1% -$7.44K 0.05% 209
2022
Q4 		$607K Buy
10,709
+339
+3% +$18.1K 0.05% 207
2022
Q3 		$511K Buy
10,370
+5,492
+113% +$287K 0.05% 213
2022
Q2 		$252K Sell
4,878
-2,336
-32% -$119K 0.03% 384
2022
Q1 		$437K Hold
7,214
– – 0.03% 268
2021
Q4 		$437K Buy
7,214
+2,796
+63% +$166K 0.03% 268
2021
Q3 		$269K Sell
4,418
-1,883
-30% -$120K 0.02% 342
2021
Q2 		$415K Buy
6,301
+1,225
+24% +$81.5K 0.04% 247
2021
Q1 		$319K Buy
5,076
+254
+5% +$16.2K 0.03% 280
2020
Q4 		$327K Buy
+4,822
New +$327K 0.04% 246

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
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

Clarius Group LLC's UL Position: Q4 2025 in Review

Clarius Group LLC reduced its Unilever (UL) stake by 0.06% in Q4 2025, selling an estimated $202 and leaving 5,017 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #270.

Clarius Group LLC first reported a position in UL in Q4 2020 and has held it in 21 quarters since. The position peaked at $622K in Q2 2023. 1,153 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Clarius Group LLC held 5,017 shares of Unilever worth $328K as of Q4 2025.
  • Clarius Group LLC sold 3 Unilever shares in Q4 2025, an estimated $202.
  • Unilever made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #270 holding.
  • Clarius Group LLC first reported a position in Unilever in Q4 2020 and has held it in 21 quarters since.
  • Clarius Group LLC's Unilever position peaked at $622K in Q2 2023.
  • 1,153 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.