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Iron Horse Wealth Management’s Unilever UL Stock Holding History

Iron Horse 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
Q2 		$2.26K Hold
33
– – ﹤0.01% 465
2025
Q1 		$2.2K Hold
33
– – ﹤0.01% 455
2024
Q4 		$2.1K Hold
33
– – ﹤0.01% 391
2024
Q3 		$2.4K Hold
33
– – ﹤0.01% 367
2024
Q2 		$2.04K Hold
33
– – ﹤0.01% 357
2024
Q1 		$1.86K Hold
33
– – ﹤0.01% 350
2023
Q4 		$1.79K Hold
33
– – ﹤0.01% 382
2023
Q3 		$1.83K Buy
+33
New +$1.91K ﹤0.01% 372
2023
Q1 		– Sell
-9
Closed -$1K – 377
2022
Q4 		$1K Buy
+9
New +$482 ﹤0.01% 234

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

Iron Horse Wealth Management's UL Position: Q2 2025 in Review

Iron Horse Wealth Management held its Unilever (UL) position steady in Q2 2025 at 33 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Iron Horse Wealth Management first reported a position in UL in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.4K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Iron Horse Wealth Management held 33 shares of Unilever worth $2.26K as of Q2 2025.
  • Iron Horse Wealth Management left its Unilever share count unchanged in Q2 2025.
  • Unilever made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #465 holding.
  • Iron Horse Wealth Management first reported a position in Unilever in Q4 2022 and has held it in 9 quarters since.
  • Iron Horse Wealth Management's Unilever position peaked at $2.4K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.