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Legacy Investment Solutions’s Unilever UL Stock Holding History

Legacy Investment Solutions’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 		$10.7K Buy
+156
New +$10.9K 0.01% 306
2024
Q4 		$10.2K Hold
156
– – 0.01% 288
2024
Q3 		$10K Buy
+156
New +$10.8K 0.01% 312

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Bank of America
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Fidelity Investments
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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

Legacy Investment Solutions's UL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Unilever (UL) in Q2 2025: 156 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in UL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in UL in Q3 2024 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Legacy Investment Solutions held 156 shares of Unilever worth $10.7K as of Q2 2025.
  • Unilever was a new Legacy Investment Solutions position in Q2 2025.
  • Unilever made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #306 holding.
  • Legacy Investment Solutions first reported a position in Unilever in Q3 2024 and has held it in 3 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.