Fermata Advisors’s Unilever UL Stock Holding History

Fermata 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 Q2	–	Sell	-4,564	Closed	-$306K	–	287
2025 Q1	$306K	Buy	+4,564	New	+$294K	0.06%	216

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fermata Advisors's UL Position: Q2 2025 in Review

Fermata Advisors sold out of Unilever (UL) in Q2 2025, closing a stake of 4,564 shares — an estimated $306K sold.

Fermata Advisors first reported a position in UL in Q1 2025 and held it in 1 quarter. The position peaked at $306K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Fermata Advisors reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 4,564 Unilever shares in Q2 2025, an estimated $306K.
Fermata Advisors first reported a position in Unilever in Q1 2025 and held it in 1 quarter.
Fermata Advisors's Unilever position peaked at $306K in Q1 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.