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Legacy Financial Advisors’s Unilever UL Stock Holding History

Legacy Financial Advisors’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
-13,234
Closed -$883K – 458
2025
Q3 		$883K Buy
+13,234
New +$913K 0.12% 150
2025
Q2 		– Sell
-14,494
Closed -$971K – 413
2025
Q1 		$971K Buy
14,494
+110
+0.8% +$7.1K 0.16% 108
2024
Q4 		$918K Buy
14,384
+280
+2% +$18.9K 0.15% 109
2024
Q3 		$1.03M Sell
14,104
-564
-4% -$39K 0.17% 95
2024
Q2 		$907K Buy
14,668
+749
+5% +$44.3K 0.16% 104
2024
Q1 		$786K Buy
13,919
+3,106
+29% +$172K 0.14% 118
2023
Q4 		$590K Sell
10,813
-2,878
-21% -$155K 0.11% 143
2023
Q3 		$761K Buy
13,691
+2,550
+23% +$147K 0.15% 88
2023
Q2 		$653K Buy
11,141
+1,806
+19% +$107K 0.12% 96
2023
Q1 		$545K Buy
9,335
+988
+12% +$56.1K 0.11% 114
2022
Q4 		$473K Buy
8,347
+832
+11% +$44.5K 0.1% 118
2022
Q3 		$371K Buy
7,515
+1,192
+19% +$62.3K 0.09% 131
2022
Q2 		$326K Buy
+6,323
New +$322K 0.08% 138
2022
Q1 		– Sell
-4,710
Closed -$285K – 251
2021
Q4 		$285K Buy
4,710
+1,128
+31% +$67K 0.07% 145
2021
Q3 		$218K Sell
3,582
-30
-0.8% -$1.91K 0.05% 168
2021
Q2 		$238K Buy
+3,612
New +$240K 0.06% 149
2021
Q1 		– Sell
-3,137
Closed -$213K – 168
2020
Q4 		$213K Buy
+3,137
New +$213K 0.06% 139
2019
Q2 		– Sell
-156
Closed -$10K – 861
2019
Q1 		$10K Sell
156
-216
-58% -$13.2K ﹤0.01% 618
2018
Q4 		$22K Buy
372
+242
+186% +$14.6K 0.01% 395
2018
Q3 		$8K Buy
130
+70
+117% +$4.42K ﹤0.01% 593
2018
Q2 		$4K Buy
+60
New +$3.73K ﹤0.01% 750
2018
Q1 		– Sell
-169
Closed -$10K – 910
2017
Q4 		$10K Buy
+169
New +$10.7K ﹤0.01% 486

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Financial Advisors's UL Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Unilever (UL) in Q4 2025, closing a stake of 13,234 shares — an estimated $883K sold.

Legacy Financial Advisors first reported a position in UL in Q4 2017 and held it in 22 quarters. The position peaked at $1.03M in Q3 2024. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 13,234 Unilever shares in Q4 2025, an estimated $883K.
  • Legacy Financial Advisors first reported a position in Unilever in Q4 2017 and held it in 22 quarters.
  • Legacy Financial Advisors's Unilever position peaked at $1.03M in Q3 2024.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.