HighMark Wealth Management’s Unilever UL Stock Holding History

HighMark 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 Q4	–	Sell	-20	Closed	-$1.3K	–	660
2025 Q3	$1.3K	Sell	20 -40	-67%	-$2.76K	﹤0.01%	517
2025 Q2	$4.16K	Sell	60 -2	-3%	-$140	﹤0.01%	418
2025 Q1	$4.17K	Hold	62	–	–	﹤0.01%	387
2024 Q4	$3.97K	Hold	62	–	–	﹤0.01%	399
2024 Q3	$4.55K	Hold	62	–	–	﹤0.01%	412
2024 Q2	$3.85K	Hold	62	–	–	﹤0.01%	409
2024 Q1	$3.51K	Hold	62	–	–	﹤0.01%	405
2023 Q4	$3.39K	Hold	62	–	–	﹤0.01%	411
2023 Q3	$3.46K	Sell	62 -7	-10%	-$405	﹤0.01%	397
2023 Q2	$4.07K	Hold	69	–	–	﹤0.01%	384
2023 Q1	$4.05K	Hold	69	–	–	﹤0.01%	432
2022 Q4	$3.93K	Buy	69 +7	+11%	+$375	﹤0.01%	372
2022 Q3	$3K	Buy	62 +2	+3%	+$104	﹤0.01%	408
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	414
2022 Q1	$3K	Sell	60 -28	-32%	-$1.56K	﹤0.01%	423
2021 Q4	$5K	Hold	88	–	–	﹤0.01%	371
2021 Q3	$5K	Buy	88 +18	+26%	+$1.15K	﹤0.01%	377
2021 Q2	$5K	Sell	70 -28	-29%	-$1.86K	﹤0.01%	375
2021 Q1	$6K	Sell	98 -16	-14%	-$1.02K	﹤0.01%	325
2020 Q4	$8K	Buy	+114	New	+$7.74K	0.01%	276

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

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

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

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

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

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

HighMark Wealth Management's UL Position: Q4 2025 in Review

HighMark Wealth Management sold out of Unilever (UL) in Q4 2025, closing a stake of 20 shares — an estimated $1.3K sold.

HighMark Wealth Management first reported a position in UL in Q4 2020 and held it in 20 quarters. The position peaked at $8K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

HighMark Wealth Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 20 Unilever shares in Q4 2025, an estimated $1.3K.
HighMark Wealth Management first reported a position in Unilever in Q4 2020 and held it in 20 quarters.
HighMark Wealth Management's Unilever position peaked at $8K in Q4 2020.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.