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Koesten Hirschmann & Crabtree’s Unilever UL Stock Holding History

Koesten Hirschmann & Crabtree’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 		– Sell
-89
Closed -$6.12K – 368
2025
Q2 		$6.12K Buy
+89
New +$6.25K ﹤0.01% 166

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Fisher Asset Management
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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

Koesten Hirschmann & Crabtree's UL Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of Unilever (UL) in Q3 2025, closing a stake of 89 shares — an estimated $6.12K sold.

Koesten Hirschmann & Crabtree first reported a position in UL in Q2 2025 and held it in 1 quarter. The position peaked at $6.12K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 89 Unilever shares in Q3 2025, an estimated $6.12K.
  • Koesten Hirschmann & Crabtree first reported a position in Unilever in Q2 2025 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Unilever position peaked at $6.12K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.