FORA Capital’s Unilever UL Stock Holding History

FORA Capital’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	-13,340	Closed	-$894K	–	707
2025 Q1	$894K	Buy	13,340 +5,394	+68%	+$348K	0.09%	246
2024 Q4	$507K	Buy	+7,946	New	+$537K	0.06%	259
2024 Q1	–	Sell	-38,382	Closed	-$2.09M	–	576
2023 Q4	$2.09M	Buy	+38,382	New	+$2.07M	0.18%	154
2023 Q3	–	Sell	-4,157	Closed	-$244K	–	586
2023 Q2	$244K	Buy	+4,157	New	+$247K	0.03%	300

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

FORA Capital's UL Position: Q2 2025 in Review

FORA Capital sold out of Unilever (UL) in Q2 2025, closing a stake of 13,340 shares — an estimated $894K sold.

FORA Capital first reported a position in UL in Q2 2023 and held it in 4 quarters. The position peaked at $2.09M in Q4 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

FORA Capital reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 13,340 Unilever shares in Q2 2025, an estimated $894K.
FORA Capital first reported a position in Unilever in Q2 2023 and held it in 4 quarters.
FORA Capital's Unilever position peaked at $2.09M in Q4 2023.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.