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Nordwand Advisors’s Unilever UL Stock Holding History

Nordwand 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
Q2 		– Sell
-85
Closed -$5.72K – 213
2025
Q1 		$5.72K Hold
85
– – ﹤0.01% 90
2024
Q4 		$5.44K Hold
85
– – ﹤0.01% 101
2024
Q3 		$6.24K Sell
85
-2,585
-97% -$179K ﹤0.01% 101
2024
Q2 		$165K Buy
2,670
+2,585
+3,041% +$153K 0.07% 44
2024
Q1 		$4.82K Hold
85
– – ﹤0.01% 141
2023
Q4 		$4.65K Hold
85
– – ﹤0.01% 135
2023
Q3 		$4.74K Hold
85
– – ﹤0.01% 108
2023
Q2 		$5K Hold
85
– – ﹤0.01% 104
2023
Q1 		$4.99K Buy
+85
New +$4.83K ﹤0.01% 110

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordwand Advisors's UL Position: Q2 2025 in Review

Nordwand Advisors sold out of Unilever (UL) in Q2 2025, closing a stake of 85 shares — an estimated $5.72K sold.

Nordwand Advisors first reported a position in UL in Q1 2023 and held it in 9 quarters. The position peaked at $165K in Q2 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Nordwand Advisors reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Nordwand Advisors sold 85 Unilever shares in Q2 2025, an estimated $5.72K.
  • Nordwand Advisors first reported a position in Unilever in Q1 2023 and held it in 9 quarters.
  • Nordwand Advisors's Unilever position peaked at $165K in Q2 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Nordwand Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.