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Kurt F. Somerville’s Unilever UL Stock Holding History

Kurt F. Somerville’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
-3,366
Closed -$224K – 114
2025
Q3 		$224K Hold
3,366
– – 0.04% 109
2025
Q2 		$232K Sell
3,366
-45
-1% -$3.16K 0.04% 107
2025
Q1 		$228K Sell
3,411
-49
-1% -$3.16K 0.04% 108
2024
Q4 		$221K Sell
3,460
-311
-8% -$21K 0.04% 93
2024
Q3 		$276K Hold
3,771
– – 0.04% 92
2024
Q2 		$233K Sell
3,771
-2,666
-41% -$158K 0.04% 95
2024
Q1 		$363K Sell
6,437
-45
-0.7% -$2.49K 0.06% 79
2023
Q4 		$354K Sell
6,482
-4,506
-41% -$243K 0.07% 78
2023
Q3 		$611K Sell
10,988
-4,778
-30% -$276K 0.12% 63
2023
Q2 		$925K Sell
15,766
-6,267
-28% -$372K 0.18% 56
2023
Q1 		$1.29M Buy
22,033
+1,156
+6% +$65.7K 0.23% 54
2022
Q4 		$1.18M Sell
20,877
-36,067
-63% -$1.93M 0.23% 53
2022
Q3 		$2.81M Sell
56,944
-13,724
-19% -$717K 0.56% 39
2022
Q2 		$3.64M Sell
70,668
-110,088
-61% -$5.61M 0.69% 39
2022
Q1 		$9.27M Sell
180,756
-29,364
-14% -$1.63M 1.49% 24
2021
Q4 		$12.7M Sell
210,120
-5,582
-3% -$332K 1.76% 23
2021
Q3 		$13.2M Buy
215,702
+7,022
+3% +$447K 2% 24
2021
Q2 		$13.7M Buy
208,680
+12,332
+6% +$820K 2.05% 24
2021
Q1 		$12.3M Buy
196,348
+15,858
+9% +$1.01M 1.95% 24
2020
Q4 		$12.3M Buy
180,490
+3,882
+2% +$263K 1.99% 22
2020
Q3 		$12.3M Buy
176,608
+4,258
+2% +$284K 2.16% 22
2020
Q2 		$10.6M Buy
172,350
+1,689
+1% +$101K 1.96% 25
2020
Q1 		$9.71M Buy
170,661
+4,270
+3% +$268K 2.15% 21
2019
Q4 		$10.7M Buy
166,391
+1,509
+0.9% +$100K 2.01% 24
2019
Q3 		$11.1M Buy
164,882
+1,231
+0.8% +$85.3K 2.2% 21
2019
Q2 		$11.4M Buy
163,651
+1,515
+0.9% +$103K 2.26% 22
2019
Q1 		$10.5M Buy
162,136
+1,752
+1% +$107K 2.09% 23
2018
Q4 		$9.43M Buy
160,384
+3,702
+2% +$223K 2.16% 25
2018
Q3 		$9.69M Buy
156,682
+4,300
+3% +$271K 1.94% 24
2018
Q2 		$9.48M Buy
152,382
+2,609
+2% +$162K 2.09% 24
2018
Q1 		$9.36M Sell
149,773
-1,985
-1% -$121K 2.07% 24
2017
Q4 		$9.45M Sell
151,758
-6,285
-4% -$398K 1.95% 24
2017
Q3 		$10.3M Buy
158,043
+2,605
+2% +$167K 2.06% 22
2017
Q2 		$9.46M Buy
155,438
+6,218
+4% +$371K 1.93% 24
2017
Q1 		$8.28M Buy
149,220
+2,035
+1% +$103K 1.75% 25
2016
Q4 		$6.74M Buy
147,185
+956
+0.7% +$44.6K 1.49% 29
2016
Q3 		$7.8M Buy
146,229
+8,302
+6% +$438K 1.7% 25
2016
Q2 		$7.44M Buy
137,927
+15,262
+12% +$784K 1.67% 26
2016
Q1 		$6.23M Buy
122,665
+19,396
+19% +$944K 1.42% 27
2015
Q4 		$5.01M Buy
103,269
+51,140
+98% +$2.5M 1.14% 31
2015
Q3 		$2.39M Buy
52,129
+47,716
+1,081% +$2.28M 0.61% 43
2015
Q2 		$213K Buy
+4,413
New +$218K 0.05% 122

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kurt F. Somerville's UL Position: Q4 2025 in Review

Kurt F. Somerville sold out of Unilever (UL) in Q4 2025, closing a stake of 3,366 shares — an estimated $224K sold.

Kurt F. Somerville first reported a position in UL in Q2 2015 and held it in 42 quarters. The position peaked at $13.7M in Q2 2021. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Kurt F. Somerville reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Kurt F. Somerville sold 3,366 Unilever shares in Q4 2025, an estimated $224K.
  • Kurt F. Somerville first reported a position in Unilever in Q2 2015 and held it in 42 quarters.
  • Kurt F. Somerville's Unilever position peaked at $13.7M in Q2 2021.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Kurt F. Somerville's 13F filing for Q4 2025, filed 17 Feb 2026.