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Inscription Capital’s Unilever UL Stock Holding History

Inscription Capital’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
-5,398
Closed -$305K – 566
2025
Q1 		$305K Buy
+5,398
New +$348K 0.05% 244
2024
Q3 		$400K Buy
5,474
+70
+1% +$4.84K 0.06% 219
2024
Q2 		$334K Buy
5,404
+6
+0.1% +$355 0.05% 235
2024
Q1 		$305K Buy
+5,398
New +$299K 0.05% 244
2023
Q3 		– Sell
-3,592
Closed -$211K – 188
2023
Q2 		$211K Hold
3,592
– – 0.07% 178
2023
Q1 		$210K Buy
+3,592
New +$204K 0.06% 193
2022
Q3 		– Sell
-8,201
Closed -$423K – 244
2022
Q2 		$423K Buy
+8,201
New +$418K 0.08% 173
2021
Q3 		– Sell
-24,534
Closed -$1.61M – 382
2021
Q2 		$1.61M Buy
+24,534
New +$1.63M 0.18% 102

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Inscription Capital's UL Position: Q2 2025 in Review

Inscription Capital sold out of Unilever (UL) in Q2 2025, closing a stake of 5,398 shares — an estimated $305K sold.

Inscription Capital first reported a position in UL in Q2 2021 and held it in 8 quarters. The position peaked at $1.61M in Q2 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Inscription Capital reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Inscription Capital sold 5,398 Unilever shares in Q2 2025, an estimated $305K.
  • Inscription Capital first reported a position in Unilever in Q2 2021 and held it in 8 quarters.
  • Inscription Capital's Unilever position peaked at $1.61M in Q2 2021.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Inscription Capital's 13F filing for Q2 2025, filed 12 Aug 2025.