GIA
UL icon

Gladstone Institutional Advisory’s Unilever UL Stock Holding History

Gladstone Institutional Advisory’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
-3,306
Closed -$220K – 847
2025
Q3 		$220K Buy
3,306
+87
+3% +$6K 0.01% 735
2025
Q2 		$221K Sell
3,219
-24
-0.7% -$1.68K 0.01% 685
2025
Q1 		$217K Buy
+3,243
New +$209K 0.01% 672
2024
Q4 		– Sell
-3,510
Closed -$256K – 743
2024
Q3 		$256K Sell
3,510
-499
-12% -$34.5K 0.01% 599
2024
Q2 		$248K Buy
4,009
+235
+6% +$13.9K 0.01% 578
2024
Q1 		$213K Sell
3,774
-2,023
-35% -$112K 0.01% 596
2023
Q4 		$316K Buy
5,797
+481
+9% +$25.9K 0.02% 510
2023
Q3 		$295K Buy
5,316
+1,125
+27% +$65K 0.02% 498
2023
Q2 		$246K Buy
4,191
+340
+9% +$20.2K 0.02% 558
2023
Q1 		$225K Sell
3,851
-430
-10% -$24.4K 0.01% 591
2022
Q4 		$243K Sell
4,281
-596
-12% -$31.9K 0.02% 555
2022
Q3 		$241K Buy
4,877
+779
+19% +$40.7K 0.02% 544
2022
Q2 		$211K Sell
4,098
-108
-3% -$5.5K 0.02% 598
2022
Q1 		$216K Buy
+4,206
New +$234K 0.01% 647

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gladstone Institutional Advisory's UL Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of Unilever (UL) in Q4 2025, closing a stake of 3,306 shares — an estimated $220K sold.

Gladstone Institutional Advisory first reported a position in UL in Q1 2022 and held it in 14 quarters. The position peaked at $316K in Q4 2023. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,306 Unilever shares in Q4 2025, an estimated $220K.
  • Gladstone Institutional Advisory first reported a position in Unilever in Q1 2022 and held it in 14 quarters.
  • Gladstone Institutional Advisory's Unilever position peaked at $316K in Q4 2023.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.