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Coastwise Capital Group’s Unilever UL Stock Holding History

Coastwise Capital Group’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
-2,970
Closed -$204K – 133
2025
Q2 		$204K Buy
+2,970
New +$208K 0.16% 120
2024
Q4 		– Sell
-2,747
Closed -$201K – 126
2024
Q3 		$201K Buy
+2,747
New +$190K 0.17% 125

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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

Coastwise Capital Group's UL Position: Q3 2025 in Review

Coastwise Capital Group sold out of Unilever (UL) in Q3 2025, closing a stake of 2,970 shares — an estimated $204K sold.

Coastwise Capital Group first reported a position in UL in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Coastwise Capital Group reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Coastwise Capital Group sold 2,970 Unilever shares in Q3 2025, an estimated $204K.
  • Coastwise Capital Group first reported a position in Unilever in Q3 2024 and held it in 2 quarters.
  • Coastwise Capital Group's Unilever position peaked at $204K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Coastwise Capital Group's 13F filing for Q3 2025, filed 17 Oct 2025.