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Morton Brown Family Wealth’s Unilever UL Stock Holding History

Morton Brown Family Wealth’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
-81
Closed -$5.57K – 325
2025
Q2 		$5.57K Hold
81
– – ﹤0.01% 232
2025
Q1 		$5.42K Buy
+81
New +$5.23K ﹤0.01% 230
2022
Q4 		– Sell
-61
Closed -$3K – 220
2022
Q3 		$3K Sell
61
-12
-16% -$627 ﹤0.01% 163
2022
Q2 		$4K Buy
+73
New +$3.72K ﹤0.01% 170

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GQG Partners
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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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

Morton Brown Family Wealth's UL Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Unilever (UL) in Q3 2025, closing a stake of 81 shares — an estimated $5.57K sold.

Morton Brown Family Wealth first reported a position in UL in Q2 2022 and held it in 4 quarters. The position peaked at $5.57K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 81 Unilever shares in Q3 2025, an estimated $5.57K.
  • Morton Brown Family Wealth first reported a position in Unilever in Q2 2022 and held it in 4 quarters.
  • Morton Brown Family Wealth's Unilever position peaked at $5.57K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.