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Congress Wealth Management’s Unilever UL Stock Holding History

Congress Wealth Management’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 		$999K Buy
14,522
+5,691
+64% +$399K 0.01% 705
2025
Q1 		$590K Buy
8,831
+4,845
+122% +$313K 0.01% 768
2024
Q4 		$254K Sell
3,986
-2,262
-36% -$153K ﹤0.01% 801
2024
Q3 		$457K Buy
+6,248
New +$432K 0.01% 649

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's UL Position: Q2 2025 in Review

Congress Wealth Management increased its Unilever (UL) stake by 64% in Q2 2025, buying an estimated $399K and bringing the position to 14,522 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #705.

Congress Wealth Management first reported a position in UL in Q3 2024 and has held it in 4 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Congress Wealth Management held 14,522 shares of Unilever worth $999K as of Q2 2025.
  • Congress Wealth Management bought 5,691 Unilever shares in Q2 2025, an estimated $399K.
  • Unilever made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #705 holding.
  • Congress Wealth Management first reported a position in Unilever in Q3 2024 and has held it in 4 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.