FCG
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Financial Connections Group’s Unilever UL Stock Holding History

Financial Connections Group’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
Q3 		– Sell
-578
Closed -$39K – 263
2025
Q2 		$39K Buy
+578
New +$40.6K 0.02% 120
2022
Q4 		– Sell
-259
Closed -$12K – 255
2022
Q3 		$12K Sell
259
-362
-58% -$18.9K 0.01% 141
2022
Q2 		$32K Buy
621
+362
+140% +$18.4K 0.03% 116
2022
Q1 		$13K Hold
259
– – 0.01% 172
2021
Q4 		$15K Buy
+259
New +$15.4K 0.01% 178

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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Connections Group's UL Position: Q3 2025 in Review

Financial Connections Group sold out of Unilever (UL) in Q3 2025, closing a stake of 578 shares — an estimated $39K sold.

Financial Connections Group first reported a position in UL in Q4 2021 and held it in 5 quarters. The position peaked at $39K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Financial Connections Group reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Financial Connections Group sold 578 Unilever shares in Q3 2025, an estimated $39K.
  • Financial Connections Group first reported a position in Unilever in Q4 2021 and held it in 5 quarters.
  • Financial Connections Group's Unilever position peaked at $39K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Financial Connections Group's 13F filing for Q3 2025, filed 10 Oct 2025.