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Grey Fox Wealth Advisors’s Unilever UL Stock Holding History

Grey Fox Wealth Advisors’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
-115
Closed -$7.65K – 568
2025
Q3 		$7.65K Buy
+115
New +$7.94K ﹤0.01% 435

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State Farm Mutual Automobile Insurance
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Bank of America
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ClearBridge Investments
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Grey Fox Wealth Advisors's UL Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Unilever (UL) in Q4 2025, closing a stake of 115 shares — an estimated $7.65K sold.

Grey Fox Wealth Advisors first reported a position in UL in Q3 2025 and held it in 1 quarter. The position peaked at $7.65K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 115 Unilever shares in Q4 2025, an estimated $7.65K.
  • Grey Fox Wealth Advisors first reported a position in Unilever in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Unilever position peaked at $7.65K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.