Heck Capital Advisors’s Unilever UL Stock Holding History

Heck Capital 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 Q2	–	Sell	-1,333	Closed	-$89.3K	–	246
2025 Q1	$89.3K	Hold	1,333	–	–	0.01%	167
2024 Q4	$85K	Hold	1,333	–	–	0.01%	157
2024 Q3	$97.4K	Sell	1,333 -1,334	-50%	-$92.2K	0.01%	154
2024 Q2	$165K	Buy	2,667 +1,334	+100%	+$78.8K	0.02%	146
2024 Q1	$75.3K	Hold	1,333	–	–	0.01%	153
2023 Q4	$72.7K	Hold	1,333	–	–	0.01%	147
2023 Q3	$74.1K	Hold	1,333	–	–	0.01%	144
2023 Q2	$78.2K	Hold	1,333	–	–	0.01%	136
2023 Q1	$77.9K	Hold	1,333	–	–	0.01%	123
2022 Q4	$75.5K	Hold	1,333	–	–	0.01%	126
2022 Q3	$65.8K	Hold	1,333	–	–	0.01%	127
2022 Q2	$68.7K	Hold	1,333	–	–	0.01%	128
2022 Q1	$68.4K	Sell	1,333 -45	-3%	-$2.5K	0.01%	121
2021 Q4	$83.4K	Hold	1,378	–	–	0.02%	108
2021 Q3	$84K	Hold	1,378	–	–	0.02%	110
2021 Q2	$90.7K	Buy	1,378 +45	+3%	+$2.99K	0.02%	107
2021 Q1	$68.4K	Sell	1,333 -45	-3%	-$2.87K	0.02%	106
2020 Q4	$93.6K	Buy	+1,378	New	+$93.5K	0.02%	98

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heck Capital Advisors's UL Position: Q2 2025 in Review

Heck Capital Advisors sold out of Unilever (UL) in Q2 2025, closing a stake of 1,333 shares — an estimated $89.3K sold.

Heck Capital Advisors first reported a position in UL in Q4 2020 and held it in 18 quarters. The position peaked at $165K in Q2 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Heck Capital Advisors reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,333 Unilever shares in Q2 2025, an estimated $89.3K.
Heck Capital Advisors first reported a position in Unilever in Q4 2020 and held it in 18 quarters.
Heck Capital Advisors's Unilever position peaked at $165K in Q2 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.