Cottonwood Capital Advisors’s Unilever UL Stock Holding History

Cottonwood Capital 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 Q3	–	Sell	-3,372	Closed	-$232K	–	128
2025 Q2	$232K	Sell	3,372 -195	-5%	-$13.7K	0.16%	114
2025 Q1	$239K	Buy	3,567 +259	+8%	+$16.7K	0.18%	104
2024 Q4	$211K	Buy	3,308 +414	+14%	+$28K	0.15%	123
2024 Q3	$212K	Buy	+2,894	New	+$200K	0.16%	111
2023 Q4	–	Sell	-3,636	Closed	-$202K	–	129
2023 Q3	$202K	Sell	3,636 -36	-1%	-$2.08K	0.19%	103
2023 Q2	$215K	Sell	3,672 -113	-3%	-$6.71K	0.2%	85
2023 Q1	$221K	Sell	3,785 -39	-1%	-$2.22K	0.2%	85
2022 Q4	$217K	Buy	+3,824	New	+$205K	0.19%	88
2022 Q3	–	Sell	-3,960	Closed	-$204K	–	96
2022 Q2	$204K	Buy	+3,960	New	+$202K	0.18%	86
2022 Q1	–	Sell	-5,634	Closed	-$341K	–	112
2021 Q4	$341K	Buy	+5,634	New	+$335K	0.26%	71

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

Cottonwood Capital Advisors's UL Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of Unilever (UL) in Q3 2025, closing a stake of 3,372 shares — an estimated $232K sold.

Cottonwood Capital Advisors first reported a position in UL in Q4 2021 and held it in 10 quarters. The position peaked at $341K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Cottonwood Capital Advisors reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Cottonwood Capital Advisors sold 3,372 Unilever shares in Q3 2025, an estimated $232K.
Cottonwood Capital Advisors first reported a position in Unilever in Q4 2021 and held it in 10 quarters.
Cottonwood Capital Advisors's Unilever position peaked at $341K in Q4 2021.
1,173 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.