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Oarsman Capital’s Unilever UL Stock Holding History

Oarsman 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
Q3 		– Sell
-3,485
Closed -$240K – 269
2025
Q2 		$240K Buy
3,485
+332
+11% +$23.3K 0.04% 217
2025
Q1 		$211K Sell
3,153
-547
-15% -$35.3K 0.04% 217
2024
Q4 		$236K Buy
3,700
+26
+0.7% +$1.76K 0.04% 209
2024
Q3 		$268K Buy
+3,674
New +$254K 0.05% 192
2024
Q2 		– Sell
-4,436
Closed -$250K – 248
2024
Q1 		$250K Buy
+4,436
New +$246K 0.06% 200

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Morgan Stanley
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oarsman Capital's UL Position: Q3 2025 in Review

Oarsman Capital sold out of Unilever (UL) in Q3 2025, closing a stake of 3,485 shares — an estimated $240K sold.

Oarsman Capital first reported a position in UL in Q1 2024 and held it in 5 quarters. The position peaked at $268K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Oarsman Capital reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Oarsman Capital sold 3,485 Unilever shares in Q3 2025, an estimated $240K.
  • Oarsman Capital first reported a position in Unilever in Q1 2024 and held it in 5 quarters.
  • Oarsman Capital's Unilever position peaked at $268K in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Oarsman Capital's 13F filing for Q3 2025, filed 21 Nov 2025.