HWM
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Hemington Wealth Management’s Unilever UL Stock Holding History

Hemington Wealth Management’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
Q3 		$25K Buy
388
+40
+11% +$2.76K ﹤0.01% 567
2025
Q2 		$23K Hold
348
– – ﹤0.01% 577
2025
Q1 		$23K Hold
348
– – ﹤0.01% 547
2024
Q4 		$22K Hold
348
– – 0.01% 529
2024
Q3 		$23K Buy
+348
New +$24.1K 0.01% 476

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hemington Wealth Management's UL Position: Q3 2025 in Review

Hemington Wealth Management increased its Unilever (UL) stake by 11% in Q3 2025, buying an estimated $2.76K and bringing the position to 388 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Hemington Wealth Management first reported a position in UL in Q3 2024 and has held it in 5 quarters since. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Hemington Wealth Management held 388 shares of Unilever worth $25K as of Q3 2025.
  • Hemington Wealth Management bought 40 Unilever shares in Q3 2025, an estimated $2.76K.
  • Unilever made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #567 holding.
  • Hemington Wealth Management first reported a position in Unilever in Q3 2024 and has held it in 5 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.