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Frisch Financial Group’s Unilever UL Stock Holding History

Frisch Financial 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
Q4 		– Sell
-3,031
Closed -$202K – 174
2025
Q3 		$202K Buy
3,031
+22
+0.7% +$1.52K 0.05% 152
2025
Q2 		$207K Sell
3,009
-267
-8% -$18.7K 0.05% 138
2025
Q1 		$219K Buy
3,276
+33
+1% +$2.13K 0.06% 119
2024
Q4 		$207K Buy
3,243
+23
+0.7% +$1.55K 0.06% 125
2024
Q3 		$235K Sell
3,220
-1,629
-34% -$113K 0.07% 118
2024
Q2 		$300K Sell
4,849
-960
-17% -$56.7K 0.09% 99
2024
Q1 		$328K Sell
5,809
-669
-10% -$37.1K 0.11% 88
2023
Q4 		$353K Buy
6,478
+50
+0.8% +$2.7K 0.13% 83
2023
Q3 		$357K Buy
6,428
+49
+0.8% +$2.83K 0.14% 81
2023
Q2 		$374K Buy
+6,379
New +$379K 0.18% 75
2023
Q1 		– Sell
-5,184
Closed -$294K – 136
2022
Q4 		$294K Buy
5,184
+43
+0.8% +$2.3K 0.11% 101
2022
Q3 		$254K Buy
5,141
+48
+0.9% +$2.51K 0.11% 94
2022
Q2 		$263K Buy
5,093
+51
+1% +$2.6K 0.1% 100
2022
Q1 		$258K Buy
5,042
+54
+1% +$3.01K 0.08% 120
2021
Q4 		$302K Buy
4,988
+47
+1% +$2.79K 0.09% 122
2021
Q3 		$301K Sell
4,941
-46
-0.9% -$2.93K 0.1% 114
2021
Q2 		$328K Sell
4,987
-57
-1% -$3.79K 0.1% 107
2021
Q1 		$317K Buy
5,044
+45
+0.9% +$2.87K 0.11% 107
2020
Q4 		$339K Buy
+4,999
New +$339K 0.12% 85

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State Farm Mutual Automobile Insurance
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Frisch Financial Group's UL Position: Q4 2025 in Review

Frisch Financial Group sold out of Unilever (UL) in Q4 2025, closing a stake of 3,031 shares — an estimated $202K sold.

Frisch Financial Group first reported a position in UL in Q4 2020 and held it in 19 quarters. The position peaked at $374K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Frisch Financial Group reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Frisch Financial Group sold 3,031 Unilever shares in Q4 2025, an estimated $202K.
  • Frisch Financial Group first reported a position in Unilever in Q4 2020 and held it in 19 quarters.
  • Frisch Financial Group's Unilever position peaked at $374K in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Frisch Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.