Nicolet Advisory Services’s Unilever UL Stock Holding History

Nicolet 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 Q3	–	Sell	-3,145	Closed	-$214K	–	450
2025 Q2	$214K	Buy	3,145 +3	+0.1%	+$211	0.02%	379
2025 Q1	$212K	Buy	+3,142	New	+$203K	0.02%	349
2024 Q4	–	Sell	-3,022	Closed	-$214K	–	398
2024 Q3	$214K	Buy	+3,022	New	+$209K	0.02%	348
2024 Q2	–	Sell	-4,142	Closed	-$226K	–	366
2024 Q1	$226K	Buy	+4,142	New	+$229K	0.02%	316
2023 Q4	–	Sell	-5,345	Closed	-$294K	–	339
2023 Q3	$294K	Buy	5,345 +350	+7%	+$20.2K	0.03%	232
2023 Q2	$288K	Buy	4,995 +1,064	+27%	+$63.2K	0.03%	238
2023 Q1	$237K	Buy	+3,931	New	+$223K	0.03%	251

Other funds holding UL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Nicolet Advisory Services's UL Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Unilever (UL) in Q3 2025, closing a stake of 3,145 shares — an estimated $214K sold.

Nicolet Advisory Services first reported a position in UL in Q1 2023 and held it in 7 quarters. The position peaked at $294K in Q3 2023. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Nicolet Advisory Services reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Nicolet Advisory Services sold 3,145 Unilever shares in Q3 2025, an estimated $214K.
Nicolet Advisory Services first reported a position in Unilever in Q1 2023 and held it in 7 quarters.
Nicolet Advisory Services's Unilever position peaked at $294K in Q3 2023.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.