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Financial Advocates Investment Management’s Unilever UL Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-4,021
Closed -$269K – 779
2025
Q1 		$269K Sell
4,021
-901
-18% -$58.1K 0.02% 587
2024
Q4 		$314K Buy
4,922
+1,132
+30% +$76.4K 0.02% 588
2024
Q3 		$277K Buy
3,790
+304
+9% +$21K 0.02% 621
2024
Q2 		$216K Buy
+3,486
New +$206K 0.01% 656
2023
Q4 		– Sell
-4,426
Closed -$246K – 781
2023
Q3 		$246K Sell
4,426
-99
-2% -$5.72K 0.02% 586
2023
Q2 		$265K Buy
+4,525
New +$269K 0.02% 554

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's UL Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Unilever (UL) in Q2 2025, closing a stake of 4,021 shares — an estimated $269K sold.

Financial Advocates Investment Management first reported a position in UL in Q2 2023 and held it in 6 quarters. The position peaked at $314K in Q4 2024. 1,188 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,021 Unilever shares in Q2 2025, an estimated $269K.
  • Financial Advocates Investment Management first reported a position in Unilever in Q2 2023 and held it in 6 quarters.
  • Financial Advocates Investment Management's Unilever position peaked at $314K in Q4 2024.
  • 1,188 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.