Edmond de Rothschild Holding’s Unilever UL Stock Holding History

Edmond de Rothschild Holding’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	-2,856	Closed	-$190K	–	607
2025 Q3	$190K	Hold	2,856	–	–	﹤0.01%	391
2025 Q2	$197K	Hold	2,856	–	–	﹤0.01%	384
2025 Q1	$191K	Hold	2,856	–	–	﹤0.01%	391
2024 Q4	$182K	Hold	2,856	–	–	﹤0.01%	412
2024 Q3	$209K	Hold	2,856	–	–	﹤0.01%	417
2024 Q2	$177K	Hold	2,856	–	–	﹤0.01%	436
2024 Q1	$161K	Hold	2,856	–	–	﹤0.01%	444
2023 Q4	$156K	Buy	+2,856	New	+$154K	﹤0.01%	457
2023 Q3	–	Sell	-2,856	Closed	-$167K	–	745
2023 Q2	$167K	Hold	2,856	–	–	﹤0.01%	459
2023 Q1	$167K	Sell	2,856 -2,222	-44%	-$126K	﹤0.01%	456
2022 Q4	$287K	Buy	5,078 +2,222	+78%	+$119K	0.01%	425
2022 Q3	$141K	Buy	+2,856	New	+$149K	﹤0.01%	523
2022 Q2	–	Sell	-2,856	Closed	-$146K	–	868
2022 Q1	$146K	Hold	2,856	–	–	﹤0.01%	544
2021 Q4	$173K	Hold	2,856	–	–	﹤0.01%	554
2021 Q3	$174K	Hold	2,856	–	–	﹤0.01%	562
2021 Q2	$188K	Hold	2,856	–	–	﹤0.01%	539
2021 Q1	$179K	Hold	2,856	–	–	﹤0.01%	488
2020 Q4	$194K	Buy	+2,856	New	+$194K	0.01%	446

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edmond de Rothschild Holding's UL Position: Q4 2025 in Review

Edmond de Rothschild Holding sold out of Unilever (UL) in Q4 2025, closing a stake of 2,856 shares — an estimated $190K sold.

Edmond de Rothschild Holding first reported a position in UL in Q4 2020 and held it in 18 quarters. The position peaked at $287K in Q4 2022. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Edmond de Rothschild Holding reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,856 Unilever shares in Q4 2025, an estimated $190K.
Edmond de Rothschild Holding first reported a position in Unilever in Q4 2020 and held it in 18 quarters.
Edmond de Rothschild Holding's Unilever position peaked at $287K in Q4 2022.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2025, filed 17 Feb 2026.