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Marshall & Sullivan’s Unilever UL Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-800
Closed -$55.1K – 101
2025
Q2 		$55.1K Buy
+800
New +$56.1K 0.03% 68
2023
Q1 		– Sell
-800
Closed -$45.3K – 84
2022
Q4 		$45.3K Buy
+800
New +$42.8K 0.03% 60
2022
Q3 		– Sell
-800
Closed -$41K – 86
2022
Q2 		$41K Buy
+800
New +$40.7K 0.03% 60
2021
Q1 		– Sell
-48
Closed -$900 – 58
2020
Q4 		$900 Buy
+48
New +$3.26K 0.09% 48

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall & Sullivan's UL Position: Q3 2025 in Review

Marshall & Sullivan sold out of Unilever (UL) in Q3 2025, closing a stake of 800 shares — an estimated $55.1K sold.

Marshall & Sullivan first reported a position in UL in Q4 2020 and held it in 4 quarters. The position peaked at $55.1K in Q2 2025. 1,173 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Marshall & Sullivan reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 800 Unilever shares in Q3 2025, an estimated $55.1K.
  • Marshall & Sullivan first reported a position in Unilever in Q4 2020 and held it in 4 quarters.
  • Marshall & Sullivan's Unilever position peaked at $55.1K in Q2 2025.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.