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Fifth Third Wealth Advisors’s Unilever UL Stock Holding History

Fifth Third Wealth 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
Q4 		– Sell
-3,384
Closed -$226K – 835
2025
Q3 		$226K Sell
3,384
-959
-22% -$66.2K 0.01% 693
2025
Q2 		$299K Buy
4,343
+563
+15% +$39.5K 0.01% 532
2025
Q1 		$253K Buy
+3,780
New +$244K 0.01% 561

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fifth Third Wealth Advisors's UL Position: Q4 2025 in Review

Fifth Third Wealth Advisors sold out of Unilever (UL) in Q4 2025, closing a stake of 3,384 shares — an estimated $226K sold.

Fifth Third Wealth Advisors first reported a position in UL in Q1 2025 and held it in 3 quarters. The position peaked at $299K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Fifth Third Wealth Advisors reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 3,384 Unilever shares in Q4 2025, an estimated $226K.
  • Fifth Third Wealth Advisors first reported a position in Unilever in Q1 2025 and held it in 3 quarters.
  • Fifth Third Wealth Advisors's Unilever position peaked at $299K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.