Greenwood Capital Associates’s Unilever UL Stock Holding History

Greenwood Capital Associates’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	-12,387	Closed	-$826K	–	274
2025 Q3	$826K	Sell	12,387 -14,026	-53%	-$968K	0.1%	151
2025 Q2	$1.82M	Sell	26,413 -7,311	-22%	-$513K	0.23%	98
2025 Q1	$2.26M	Buy	33,724 +2,864	+9%	+$185K	0.3%	88
2024 Q4	$1.97M	Buy	30,860 +674	+2%	+$45.5K	0.26%	85
2024 Q3	$2.21M	Buy	30,186 +218	+0.7%	+$15.1K	0.29%	82
2024 Q2	$1.85M	Buy	29,968 +12,537	+72%	+$741K	0.24%	93
2024 Q1	$984K	Buy	17,431 +91	+0.5%	+$5.04K	0.13%	139
2023 Q4	$946K	Buy	17,340 +256	+1%	+$13.8K	0.12%	135
2023 Q3	$949K	Buy	+17,084	New	+$987K	0.14%	138

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

Greenwood Capital Associates's UL Position: Q4 2025 in Review

Greenwood Capital Associates sold out of Unilever (UL) in Q4 2025, closing a stake of 12,387 shares — an estimated $826K sold.

Greenwood Capital Associates first reported a position in UL in Q3 2023 and held it in 9 quarters. The position peaked at $2.26M in Q1 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Greenwood Capital Associates reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Greenwood Capital Associates sold 12,387 Unilever shares in Q4 2025, an estimated $826K.
Greenwood Capital Associates first reported a position in Unilever in Q3 2023 and held it in 9 quarters.
Greenwood Capital Associates's Unilever position peaked at $2.26M in Q1 2025.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Greenwood Capital Associates's 13F filing for Q4 2025, filed 26 Jan 2026.