North Capital’s Unilever UL Stock Holding History

North Capital’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	-280	Closed	-$18.7K	–	657
2025 Q3	$18.7K	Buy	280 +1	+0.4%	+$69	0.01%	318
2025 Q2	$19.2K	Sell	279 -45	-14%	-$3.16K	0.02%	308
2025 Q1	$21.7K	Buy	+324	New	+$20.9K	0.02%	289

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

North Capital's UL Position: Q4 2025 in Review

North Capital sold out of Unilever (UL) in Q4 2025, closing a stake of 280 shares — an estimated $18.7K sold.

North Capital first reported a position in UL in Q1 2025 and held it in 3 quarters. The position peaked at $21.7K in Q1 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

North Capital reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
North Capital sold 280 Unilever shares in Q4 2025, an estimated $18.7K.
North Capital first reported a position in Unilever in Q1 2025 and held it in 3 quarters.
North Capital's Unilever position peaked at $21.7K in Q1 2025.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.