Northwest Capital Management’s Unilever UL Stock Holding History

Northwest Capital Management’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	-4,444	Closed	-$306K	–	339
2025 Q2	$306K	Sell	4,444 -130	-3%	-$9.12K	0.17%	93
2025 Q1	$306K	Hold	4,574	–	–	0.13%	93
2024 Q4	$292K	Hold	4,574	–	–	0.13%	83
2024 Q3	$334K	Hold	4,574	–	–	0.12%	81
2024 Q2	$283K	Hold	4,574	–	–	0.1%	85
2024 Q1	$258K	Hold	4,574	–	–	0.08%	105
2023 Q4	$249K	Sell	4,574 -1,867	-29%	-$101K	0.08%	98
2023 Q3	$358K	Hold	6,441	–	–	0.14%	76
2023 Q2	$378K	Hold	6,441	–	–	0.16%	73
2023 Q1	$376K	Hold	6,441	–	–	0.18%	70
2022 Q4	$365K	Hold	6,441	–	–	0.19%	67
2022 Q3	$318K	Hold	6,441	–	–	0.18%	67
2022 Q2	$332K	Hold	6,441	–	–	0.17%	66
2022 Q1	$330K	Hold	6,441	–	–	0.16%	71
2021 Q4	$372K	Hold	6,441	–	–	0.18%	62
2021 Q3	$389K	Hold	6,441	–	–	0.2%	60
2021 Q2	$417K	Hold	6,441	–	–	0.23%	48
2021 Q1	$405K	Hold	6,441	–	–	0.29%	39
2020 Q4	$437K	Buy	+6,441	New	+$437K	0.33%	39

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

Northwest Capital Management's UL Position: Q3 2025 in Review

Northwest Capital Management sold out of Unilever (UL) in Q3 2025, closing a stake of 4,444 shares — an estimated $306K sold.

Northwest Capital Management first reported a position in UL in Q4 2020 and held it in 19 quarters. The position peaked at $437K in Q4 2020. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Northwest Capital Management reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 4,444 Unilever shares in Q3 2025, an estimated $306K.
Northwest Capital Management first reported a position in Unilever in Q4 2020 and held it in 19 quarters.
Northwest Capital Management's Unilever position peaked at $437K in Q4 2020.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.