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Financial Network Wealth Advisors’s Unilever UL Stock Holding History

Financial Network 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
-2,363
Closed -$158K – 853
2025
Q3 		$158K Sell
2,363
-433
-15% -$29.9K 0.17% 115
2025
Q2 		$192K Sell
2,796
-168
-6% -$11.8K 0.23% 83
2025
Q1 		$199K Buy
2,964
+1,208
+69% +$77.9K 0.26% 73
2024
Q4 		$112K Sell
1,756
-2,192
-56% -$148K 0.21% 92
2024
Q3 		$289K Sell
3,948
-248
-6% -$17.1K 0.24% 86
2024
Q2 		$260K Sell
4,196
-80
-2% -$4.73K 0.19% 107
2024
Q1 		$241K Buy
+4,276
New +$237K 0.24% 100

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Network Wealth Advisors's UL Position: Q4 2025 in Review

Financial Network Wealth Advisors sold out of Unilever (UL) in Q4 2025, closing a stake of 2,363 shares — an estimated $158K sold.

Financial Network Wealth Advisors first reported a position in UL in Q1 2024 and held it in 7 quarters. The position peaked at $289K in Q3 2024. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Financial Network Wealth Advisors reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 2,363 Unilever shares in Q4 2025, an estimated $158K.
  • Financial Network Wealth Advisors first reported a position in Unilever in Q1 2024 and held it in 7 quarters.
  • Financial Network Wealth Advisors's Unilever position peaked at $289K in Q3 2024.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.