Financial & Tax Architects’s Unilever UL Stock Holding History

Financial & Tax Architects’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	-10,154	Closed	-$699K	–	117
2025 Q2	$699K	Buy	10,154 +71	+0.7%	+$4.98K	0.17%	68
2025 Q1	$675K	Buy	10,083 +896	+10%	+$57.8K	0.17%	78
2024 Q4	$586K	Buy	9,187 +918	+11%	+$62K	0.15%	78
2024 Q3	$604K	Buy	8,269 +169	+2%	+$11.7K	0.16%	70
2024 Q2	$501K	Buy	8,100 +1,762	+28%	+$104K	0.13%	71
2024 Q1	$358K	Buy	+6,338	New	+$351K	0.1%	76
2022 Q3	–	Sell	-6,158	Closed	-$317K	–	80
2022 Q2	$317K	Buy	6,158 +140	+2%	+$7.13K	0.12%	67
2022 Q1	$309K	Buy	6,018 +346	+6%	+$19.3K	0.12%	79
2021 Q4	$343K	Buy	5,672 +473	+9%	+$28.1K	0.14%	87
2021 Q3	$317K	Buy	+5,199	New	+$331K	0.14%	90

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial & Tax Architects's UL Position: Q3 2025 in Review

Financial & Tax Architects sold out of Unilever (UL) in Q3 2025, closing a stake of 10,154 shares — an estimated $699K sold.

Financial & Tax Architects first reported a position in UL in Q3 2021 and held it in 10 quarters. The position peaked at $699K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Financial & Tax Architects reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Financial & Tax Architects sold 10,154 Unilever shares in Q3 2025, an estimated $699K.
Financial & Tax Architects first reported a position in Unilever in Q3 2021 and held it in 10 quarters.
Financial & Tax Architects's Unilever position peaked at $699K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Financial & Tax Architects's 13F filing for Q3 2025, filed 5 Nov 2025.