GPS Wealth Strategies Group’s Unilever UL Stock Holding History

GPS Wealth Strategies Group’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	-457	Closed	-$30.5K	–	1508
2025 Q3	$30.5K	Buy	457 +268	+142%	+$18.5K	﹤0.01%	789
2025 Q2	$13K	Sell	189 -85	-31%	-$5.96K	﹤0.01%	963
2025 Q1	$18.3K	Buy	274 +123	+81%	+$7.93K	﹤0.01%	849
2024 Q4	$9.64K	Buy	151 +125	+481%	+$8.44K	﹤0.01%	955
2024 Q3	$1.88K	Buy	+26	New	+$1.8K	﹤0.01%	1240
2023 Q4	–	Sell	-178	Closed	-$9.88K	–	1309
2023 Q3	$9.88K	Hold	178	–	–	﹤0.01%	838
2023 Q2	$10.4K	Hold	178	–	–	﹤0.01%	841
2023 Q1	$10.4K	Buy	+178	New	+$10.1K	﹤0.01%	833
2022 Q1	–	Sell	-753	Closed	-$46K	–	1145
2021 Q4	$46K	Buy	753 +557	+284%	+$33.1K	0.01%	422
2021 Q3	$12K	Sell	196 -3,314	-94%	-$211K	﹤0.01%	683
2021 Q2	$231K	Sell	3,510 -49	-1%	-$3.26K	0.06%	180
2021 Q1	$223K	Sell	3,559 -62	-2%	-$3.95K	0.07%	178
2020 Q4	$246K	Buy	+3,621	New	+$246K	0.09%	152

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

GPS Wealth Strategies Group's UL Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Unilever (UL) in Q4 2025, closing a stake of 457 shares — an estimated $30.5K sold.

GPS Wealth Strategies Group first reported a position in UL in Q4 2020 and held it in 13 quarters. The position peaked at $246K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 457 Unilever shares in Q4 2025, an estimated $30.5K.
GPS Wealth Strategies Group first reported a position in Unilever in Q4 2020 and held it in 13 quarters.
GPS Wealth Strategies Group's Unilever position peaked at $246K in Q4 2020.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.