HBW Advisory Services’s Unilever UL Stock Holding History

HBW Advisory 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 Q2	–	Sell	-1,286	Closed	-$86.2K	–	421
2025 Q1	$86.2K	Sell	1,286 -3,517	-73%	-$227K	0.01%	376
2024 Q4	$306K	Sell	4,803 -405	-8%	-$27.3K	0.03%	272
2024 Q3	$381K	Sell	5,208 -39,363	-88%	-$2.72M	0.06%	238
2024 Q2	$2.76M	Buy	44,571 +7,815	+21%	+$462K	0.46%	67
2024 Q1	$2M	Hold	36,756	–	–	0.37%	84
2023 Q4	$2M	Sell	36,756 -229	-0.6%	-$12.4K	0.37%	84
2023 Q3	$2.06M	Buy	36,985 +17,072	+86%	+$987K	0.43%	71
2023 Q2	$1.17M	Buy	19,913 +260	+1%	+$15.4K	0.25%	95
2023 Q1	$1.15M	Buy	19,653 +3,450	+21%	+$196K	0.29%	89
2022 Q4	$918K	Sell	16,203 -468	-3%	-$25K	0.24%	112
2022 Q3	$822K	Buy	16,671 +187	+1%	+$9.77K	0.23%	119
2022 Q2	$850K	Buy	+16,484	New	+$840K	0.22%	116

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HBW Advisory Services's UL Position: Q2 2025 in Review

HBW Advisory Services sold out of Unilever (UL) in Q2 2025, closing a stake of 1,286 shares — an estimated $86.2K sold.

HBW Advisory Services first reported a position in UL in Q2 2022 and held it in 12 quarters. The position peaked at $2.76M in Q2 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

HBW Advisory Services reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
HBW Advisory Services sold 1,286 Unilever shares in Q2 2025, an estimated $86.2K.
HBW Advisory Services first reported a position in Unilever in Q2 2022 and held it in 12 quarters.
HBW Advisory Services's Unilever position peaked at $2.76M in Q2 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on HBW Advisory Services's 13F filing for Q2 2025, filed 2 Jul 2025.