GC Wealth Management RIA’s Unilever UL Stock Holding History

GC Wealth Management RIA’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	-7,745	Closed	-$517K	–	833
2025 Q3	$517K	Buy	7,745 +1,237	+19%	+$85.4K	0.02%	549
2025 Q2	$448K	Buy	+6,508	New	+$457K	0.04%	346
2024 Q1	–	Sell	-4,326	Closed	-$236K	–	286
2023 Q4	$236K	Buy	+4,326	New	+$233K	0.11%	192

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

GC Wealth Management RIA's UL Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Unilever (UL) in Q4 2025, closing a stake of 7,745 shares — an estimated $517K sold.

GC Wealth Management RIA first reported a position in UL in Q4 2023 and held it in 3 quarters. The position peaked at $517K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

GC Wealth Management RIA reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 7,745 Unilever shares in Q4 2025, an estimated $517K.
GC Wealth Management RIA first reported a position in Unilever in Q4 2023 and held it in 3 quarters.
GC Wealth Management RIA's Unilever position peaked at $517K in Q3 2025.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.