Game Plan Financial Advisors’s Unilever UL Stock Holding History

Game Plan Financial Advisors’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	-35,468	Closed	-$2.37M	–	383
2025 Q3	$2.37M	Sell	35,468 -3,841	-10%	-$265K	0.98%	35
2025 Q2	$2.71M	Buy	39,309 +11,618	+42%	+$815K	1.18%	34
2025 Q1	$1.86M	Buy	+27,691	New	+$1.79M	0.9%	35

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Game Plan Financial Advisors's UL Position: Q4 2025 in Review

Game Plan Financial Advisors sold out of Unilever (UL) in Q4 2025, closing a stake of 35,468 shares — an estimated $2.37M sold.

Game Plan Financial Advisors first reported a position in UL in Q1 2025 and held it in 3 quarters. The position peaked at $2.71M in Q2 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Game Plan Financial Advisors reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Game Plan Financial Advisors sold 35,468 Unilever shares in Q4 2025, an estimated $2.37M.
Game Plan Financial Advisors first reported a position in Unilever in Q1 2025 and held it in 3 quarters.
Game Plan Financial Advisors's Unilever position peaked at $2.71M in Q2 2025.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Game Plan Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.