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FSA Wealth Management’s Unilever UL Stock Holding History

FSA Wealth Management’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 		$2.08K Hold
31
– – ﹤0.01% 495
2025
Q2 		$2.14K Hold
31
– – ﹤0.01% 464
2025
Q1 		$2.08K Hold
31
– – ﹤0.01% 436
2024
Q4 		$1.99K Hold
31
– – ﹤0.01% 486
2024
Q3 		$2.27K Buy
+31
New +$2.14K ﹤0.01% 482
2024
Q1 		$7.16K Buy
127
+1
+0.8% +$55 ﹤0.01% 382
2023
Q4 		$7K Buy
+126
New +$6.8K ﹤0.01% 383

Other funds holding UL

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's UL Position: Q3 2025 in Review

FSA Wealth Management held its Unilever (UL) position steady in Q3 2025 at 31 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

FSA Wealth Management first reported a position in UL in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.16K in Q1 2024. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • FSA Wealth Management held 31 shares of Unilever worth $2.08K as of Q3 2025.
  • FSA Wealth Management left its Unilever share count unchanged in Q3 2025.
  • Unilever made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #495 holding.
  • FSA Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Unilever position peaked at $7.16K in Q1 2024.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.