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Financial Gravity Companies’s Unilever UL Stock Holding History

Financial Gravity Companies’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 		$2.4M Buy
+34,941
New +$2.45M 0.47% 53
2024
Q4 		$1.87M Buy
29,346
+867
+3% +$58.5K 0.43% 58
2024
Q3 		$2.08M Buy
+28,479
New +$1.97M 0.56% 42
2018
Q4 		$9K Buy
+147
New +$8.86K 0.01% 619
2018
Q1 		$10K Sell
168
-8
-5% -$487 0.01% 591
2017
Q4 		$11K Buy
+176
New +$11.2K 0.01% 562

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
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 $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's UL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Unilever (UL) in Q2 2025: 34,941 shares worth $2.4M. The stake represents 0.47% of the portfolio and ranks #53 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UL as recently as Q4 2024.

Financial Gravity Companies first reported a position in UL in Q4 2017 and has held it in 6 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Financial Gravity Companies held 34,941 shares of Unilever worth $2.4M as of Q2 2025.
  • Unilever was a new Financial Gravity Companies position in Q2 2025.
  • Unilever made up 0.47% of Financial Gravity Companies's portfolio in Q2 2025, its #53 holding.
  • Financial Gravity Companies first reported a position in Unilever in Q4 2017 and has held it in 6 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.