Future Financial Wealth Management’s Unilever UL Stock Holding History

Future Financial 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 Q4	–	Sell	-178	Closed	-$11.9K	–	417
2025 Q3	$11.9K	Hold	178	–	–	0.01%	373
2025 Q2	$12.2K	Hold	178	–	–	0.01%	359
2025 Q1	$11.9K	Hold	178	–	–	0.01%	358
2024 Q4	$11.3K	Hold	178	–	–	0.01%	359
2024 Q3	$13K	Buy	+178	New	+$12.3K	0.01%	369
2024 Q2	–	Sell	-178	Closed	-$10K	–	447
2024 Q1	$10K	Buy	+178	New	+$9.86K	0.01%	402
2023 Q3	–	Sell	-7,099	Closed	-$416K	–	114
2023 Q2	$416K	Sell	7,099 -789	-10%	-$46.9K	0.44%	57
2023 Q1	$468K	Sell	7,888 -5,343	-40%	-$304K	0.52%	54
2022 Q4	$749K	Buy	13,231 +4,804	+57%	+$257K	0.85%	38
2022 Q3	$434K	Buy	+8,427	New	+$440K	0.5%	58

Other funds holding UL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

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

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

Future Financial Wealth Management's UL Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Unilever (UL) in Q4 2025, closing a stake of 178 shares — an estimated $11.9K sold.

Future Financial Wealth Management first reported a position in UL in Q3 2022 and held it in 10 quarters. The position peaked at $749K in Q4 2022. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Future Financial Wealth Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 178 Unilever shares in Q4 2025, an estimated $11.9K.
Future Financial Wealth Management first reported a position in Unilever in Q3 2022 and held it in 10 quarters.
Future Financial Wealth Management's Unilever position peaked at $749K in Q4 2022.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.