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FullCircle Wealth’s Unilever UL Stock Holding History

FullCircle Wealth’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 		$3.55M Buy
51,924
+1,149
+2% +$79.3K 1.25% 13
2025
Q2 		$3.44M Buy
50,775
+604
+1% +$42.4K 1.28% 13
2025
Q1 		$3.57M Buy
50,171
+1,109
+2% +$71.5K 1.47% 10
2024
Q4 		$3.09M Sell
49,062
-668
-1% -$45.1K 1.26% 14
2024
Q3 		$3.5M Sell
49,730
-191
-0.4% -$13.2K 1.57% 11
2024
Q2 		$3.18M Buy
+49,921
New +$2.95M 1.56% 13

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
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

FullCircle Wealth's UL Position: Q3 2025 in Review

FullCircle Wealth increased its Unilever (UL) stake by 2.3% in Q3 2025, buying an estimated $79.3K and bringing the position to 51,924 shares worth $3.55M. The position accounts for 1.25% of the portfolio, ranked #13.

FullCircle Wealth first reported a position in UL in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.57M in Q1 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • FullCircle Wealth held 51,924 shares of Unilever worth $3.55M as of Q3 2025.
  • FullCircle Wealth bought 1,149 Unilever shares in Q3 2025, an estimated $79.3K.
  • Unilever made up 1.25% of FullCircle Wealth's portfolio in Q3 2025, its #13 holding.
  • FullCircle Wealth first reported a position in Unilever in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Unilever position peaked at $3.57M in Q1 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.