Global Financial Private Client’s Unilever UL Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-956	Closed	-$64.1K	–	1515
2025 Q1	$64.1K	Hold	956	–	–	0.02%	310
2024 Q4	$61K	Hold	956	–	–	0.02%	308
2024 Q3	$69.9K	Buy	956 +151	+19%	+$10.4K	0.03%	296
2024 Q2	$49.8K	Hold	805	–	–	0.02%	301
2024 Q1	$45.2K	Hold	805	–	–	0.02%	312
2023 Q4	$43.9K	Hold	805	–	–	0.02%	309
2023 Q3	$44.2K	Hold	805	–	–	0.02%	298
2023 Q2	$47.4K	Sell	805 -12	-1%	-$713	0.02%	295
2023 Q1	$48.4K	Hold	817	–	–	0.03%	286
2022 Q4	$46.3K	Buy	817 +70	+9%	+$3.75K	0.03%	283
2022 Q3	$37.1K	Hold	747	–	–	0.02%	297
2022 Q2	$38.9K	Hold	747	–	–	0.02%	281
2022 Q1	$39.1K	Hold	747	–	–	0.02%	290
2021 Q4	$45.2K	Hold	747	–	–	0.02%	275
2021 Q3	$45.5K	Hold	747	–	–	0.02%	251
2021 Q2	$49.4K	Hold	747	–	–	0.03%	251
2021 Q1	$46.9K	Hold	747	–	–	0.03%	213
2020 Q4	$50.7K	Hold	747	–	–	0.04%	193
2020 Q3	$52K	Sell	747 -446	-37%	-$29.8K	0.05%	183
2020 Q2	$73.9K	Buy	1,193 +175	+17%	+$10.5K	0.06%	170
2020 Q1	$56.3K	Buy	1,018 +271	+36%	+$17K	0.06%	196
2019 Q4	$48K	Buy	+747	New	+$49.6K	0.04%	247

Other funds holding UL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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

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

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

Global Financial Private Client's UL Position: Q2 2025 in Review

Global Financial Private Client sold out of Unilever (UL) in Q2 2025, closing a stake of 956 shares — an estimated $64.1K sold.

Global Financial Private Client first reported a position in UL in Q4 2019 and held it in 22 quarters. The position peaked at $73.9K in Q2 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Global Financial Private Client reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 956 Unilever shares in Q2 2025, an estimated $64.1K.
Global Financial Private Client first reported a position in Unilever in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Unilever position peaked at $73.9K in Q2 2020.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.