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Crowley Wealth Management’s Unilever UL Stock Holding History

Crowley 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
Q4 		– Sell
-194
Closed -$12.9K – 331
2025
Q3 		$12.9K Hold
194
– – 0.01% 259
2025
Q2 		$13.3K Hold
194
– – 0.01% 242
2025
Q1 		$13K Hold
194
– – 0.01% 234
2024
Q4 		$12.4K Buy
+194
New +$13.1K 0.01% 249

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State Farm Mutual Automobile Insurance
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Bank of America
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ClearBridge Investments
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Wells Fargo
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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

Crowley Wealth Management's UL Position: Q4 2025 in Review

Crowley Wealth Management sold out of Unilever (UL) in Q4 2025, closing a stake of 194 shares — an estimated $12.9K sold.

Crowley Wealth Management first reported a position in UL in Q4 2024 and held it in 4 quarters. The position peaked at $13.3K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Crowley Wealth Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 194 Unilever shares in Q4 2025, an estimated $12.9K.
  • Crowley Wealth Management first reported a position in Unilever in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Unilever position peaked at $13.3K in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.