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FWL Investment Management’s Unilever UL Stock Holding History

FWL Investment 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 		– Sell
-28
Closed -$1.96K – 380
2025
Q2 		$1.96K Buy
+28
New +$1.97K ﹤0.01% 290
2025
Q1 		– Sell
-107
Closed -$6.8K – 329
2024
Q4 		$6.8K Buy
+107
New +$7.23K ﹤0.01% 255
2021
Q1 		– Sell
-45,909
Closed -$3.12M – 54
2020
Q4 		$3.12M Buy
+45,909
New +$3.11M 2.39% 18

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

FWL Investment Management's UL Position: Q3 2025 in Review

FWL Investment Management sold out of Unilever (UL) in Q3 2025, closing a stake of 28 shares — an estimated $1.96K sold.

FWL Investment Management first reported a position in UL in Q4 2020 and held it in 3 quarters. The position peaked at $3.12M in Q4 2020. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • FWL Investment Management reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • FWL Investment Management sold 28 Unilever shares in Q3 2025, an estimated $1.96K.
  • FWL Investment Management first reported a position in Unilever in Q4 2020 and held it in 3 quarters.
  • FWL Investment Management's Unilever position peaked at $3.12M in Q4 2020.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

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