N.E.W. Advisory Services’s Unilever UL Stock Holding History

N.E.W. Advisory Services’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	-308	Closed	-$20.6K	–	933
2025 Q3	$20.6K	Hold	308	–	–	﹤0.01%	463
2025 Q2	$21.2K	Sell	308 -141	-31%	-$9.89K	﹤0.01%	450
2025 Q1	$30.1K	Buy	+449	New	+$29K	﹤0.01%	436

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

N.E.W. Advisory Services's UL Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Unilever (UL) in Q4 2025, closing a stake of 308 shares — an estimated $20.6K sold.

N.E.W. Advisory Services first reported a position in UL in Q1 2025 and held it in 3 quarters. The position peaked at $30.1K in Q1 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

N.E.W. Advisory Services reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 308 Unilever shares in Q4 2025, an estimated $20.6K.
N.E.W. Advisory Services first reported a position in Unilever in Q1 2025 and held it in 3 quarters.
N.E.W. Advisory Services's Unilever position peaked at $30.1K in Q1 2025.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.