Litman Gregory Wealth Management’s Unilever UL Stock Holding History

Litman Gregory 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 Q4	$134K	Buy	+2,048	New	+$138K	0.01%	164

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Litman Gregory Wealth Management's UL Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Unilever (UL) in Q4 2025: 2,048 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings.

1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Litman Gregory Wealth Management held 2,048 shares of Unilever worth $134K as of Q4 2025.
Unilever was a new Litman Gregory Wealth Management position in Q4 2025.
Unilever made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #164 holding.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.