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Marshall & Sterling Wealth Advisors’s Unilever UL Stock Holding History

Marshall & Sterling 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 		– Sell
-44
Closed -$2.9K – 609
2025
Q3 		$2.9K Buy
44
+10
+29% +$690 ﹤0.01% 545
2025
Q2 		$2.32K Sell
34
-135
-80% -$9.47K ﹤0.01% 537
2025
Q1 		$11.3K Buy
+169
New +$10.9K 0.01% 300

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

Marshall & Sterling Wealth Advisors's UL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Unilever (UL) in Q4 2025, closing a stake of 44 shares — an estimated $2.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in UL in Q1 2025 and held it in 3 quarters. The position peaked at $11.3K in Q1 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 44 Unilever shares in Q4 2025, an estimated $2.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Unilever in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Unilever position peaked at $11.3K in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.