LRWA
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Long Run Wealth Advisors’s Unilever UL Stock Holding History

Long Run Wealth 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 		$1.57M Buy
24,048
+428
+2% +$28.8K 0.3% 59
2025
Q3 		$1.58M Buy
23,620
+2,386
+11% +$165K 0.31% 57
2025
Q2 		$1.46M Sell
21,234
-592
-3% -$41.5K 0.31% 58
2025
Q1 		$1.46M Buy
21,826
+2,359
+12% +$152K 0.33% 54
2024
Q4 		$1.24M Buy
19,467
+1,710
+10% +$115K 0.3% 58
2024
Q3 		$1.3M Sell
17,757
-1,591
-8% -$110K 0.31% 59
2024
Q2 		$1.2M Buy
19,348
+268
+1% +$15.8K 0.3% 59
2024
Q1 		$1.08M Buy
19,080
+588
+3% +$32.6K 0.28% 61
2023
Q4 		$1.01M Sell
18,492
-511
-3% -$27.6K 0.29% 59
2023
Q3 		$1.06M Sell
19,003
-259
-1% -$15K 0.34% 55
2023
Q2 		$1.13M Sell
19,262
-5,511
-22% -$327K 0.36% 58
2023
Q1 		$1.45M Buy
24,773
+305
+1% +$17.3K 0.49% 50
2022
Q4 		$1.39M Buy
24,468
+683
+3% +$36.6K 0.5% 52
2022
Q3 		$1.17M Buy
23,785
+3,251
+16% +$170K 0.46% 49
2022
Q2 		$1.06M Buy
20,534
+211
+1% +$10.7K 0.41% 53
2022
Q1 		$1.04M Buy
20,323
+3,254
+19% +$181K 0.37% 56
2021
Q4 		$1.04M Buy
+17,069
New +$1.01M 0.36% 58

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

Long Run Wealth Advisors's UL Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Unilever (UL) stake by 1.8% in Q4 2025, buying an estimated $28.8K and bringing the position to 24,048 shares worth $1.57M. The position accounts for 0.3% of the portfolio, ranked #59.

Long Run Wealth Advisors first reported a position in UL in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.58M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Long Run Wealth Advisors held 24,048 shares of Unilever worth $1.57M as of Q4 2025.
  • Long Run Wealth Advisors bought 428 Unilever shares in Q4 2025, an estimated $28.8K.
  • Unilever made up 0.3% of Long Run Wealth Advisors's portfolio in Q4 2025, its #59 holding.
  • Long Run Wealth Advisors first reported a position in Unilever in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's Unilever position peaked at $1.58M in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.