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Grant Private Wealth Management’s Unilever UL Stock Holding History

Grant Private Wealth Management’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
Q3 		– Sell
-5,754
Closed -$396K – 171
2025
Q2 		$396K Buy
+5,754
New +$404K 0.22% 48

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Grant Private Wealth Management's UL Position: Q3 2025 in Review

Grant Private Wealth Management sold out of Unilever (UL) in Q3 2025, closing a stake of 5,754 shares — an estimated $396K sold.

Grant Private Wealth Management first reported a position in UL in Q2 2025 and held it in 1 quarter. The position peaked at $396K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Grant Private Wealth Management reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 5,754 Unilever shares in Q3 2025, an estimated $396K.
  • Grant Private Wealth Management first reported a position in Unilever in Q2 2025 and held it in 1 quarter.
  • Grant Private Wealth Management's Unilever position peaked at $396K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.