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Hantz Financial Services’s Unilever UL Stock Holding History

Hantz Financial Services’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
-139,474
Closed -$9.3M – 2538
2025
Q3 		$9.3M Buy
139,474
+12,441
+10% +$859K 0.14% 124
2025
Q2 		$8.74M Sell
127,033
-6,402
-5% -$449K 0.14% 141
2025
Q1 		$8.94M Buy
133,435
+32,882
+33% +$2.12M 0.16% 133
2024
Q4 		$6.41M Buy
100,553
+44,407
+79% +$3M 0.11% 185
2024
Q3 		$4.1M Sell
56,146
-23,975
-30% -$1.66M 0.07% 237
2024
Q2 		$4.96M Sell
80,121
-25,803
-24% -$1.52M 0.1% 209
2024
Q1 		$5.98M Sell
105,924
-3,933
-4% -$218K 0.12% 198
2023
Q4 		$5.99M Sell
109,857
-23,818
-18% -$1.28M 0.13% 196
2023
Q3 		$7.43M Buy
133,675
+2,408
+2% +$139K 0.19% 154
2023
Q2 		$7.7M Buy
131,267
+975
+0.7% +$57.9K 0.19% 160
2023
Q1 		$7.61M Buy
130,292
+3,950
+3% +$224K 0.21% 145
2022
Q4 		$7.16M Buy
126,342
+27,750
+28% +$1.49M 0.22% 147
2022
Q3 		$4.86M Buy
98,592
+7,449
+8% +$389K 0.17% 171
2022
Q2 		$4.7M Buy
91,143
+11,491
+14% +$585K 0.16% 177
2022
Q1 		$4.08M Buy
79,652
+22,693
+40% +$1.26M 0.12% 200
2021
Q4 		$3.45M Buy
56,959
+3,644
+7% +$216K 0.1% 211
2021
Q3 		$3.25M Buy
53,315
+6,814
+15% +$434K 0.11% 206
2021
Q2 		$3.06M Buy
46,501
+3,195
+7% +$212K 0.11% 205
2021
Q1 		$2.72M Sell
43,306
-14,682
-25% -$935K 0.11% 210
2020
Q4 		$3.94M Buy
57,988
+3,187
+6% +$216K 0.18% 163
2020
Q3 		$3.8M Buy
54,801
+2,946
+6% +$197K 0.19% 156
2020
Q2 		$3.2M Buy
51,855
+1,930
+4% +$115K 0.18% 168
2020
Q1 		$2.84M Buy
+49,925
New +$3.13M 0.2% 160

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hantz Financial Services's UL Position: Q4 2025 in Review

Hantz Financial Services sold out of Unilever (UL) in Q4 2025, closing a stake of 139,474 shares — an estimated $9.3M sold.

Hantz Financial Services first reported a position in UL in Q1 2020 and held it in 23 quarters. The position peaked at $9.3M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Hantz Financial Services reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Hantz Financial Services sold 139,474 Unilever shares in Q4 2025, an estimated $9.3M.
  • Hantz Financial Services first reported a position in Unilever in Q1 2020 and held it in 23 quarters.
  • Hantz Financial Services's Unilever position peaked at $9.3M in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Hantz Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.