Oliver Lagore Vanvalin Investment Group’s Unilever UL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$6.48K	Buy	+97	New	+$6.81K	﹤0.01%	471
2024 Q4	$6.12K	Buy	96 +1	+1%	+$68	﹤0.01%	494
2024 Q3	$6.96K	Sell	95 -88	-48%	-$6.08K	﹤0.01%	465
2024 Q2	$11.3K	Buy	183 +89	+95%	+$5.26K	﹤0.01%	405
2024 Q1	$5.29K	Buy	94 +1	+1%	+$55	﹤0.01%	501
2023 Q4	$5.07K	Buy	93 +1	+1%	+$54	﹤0.01%	521
2023 Q3	$5.12K	Hold	92	–	–	﹤0.01%	548
2023 Q2	$5.35K	Buy	92 +1	+1%	+$59	﹤0.01%	558
2023 Q1	$5.28K	Buy	91 +1	+1%	+$57	﹤0.01%	477
2022 Q4	$5.08K	Buy	+90	New	+$4.82K	﹤0.01%	466

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Oliver Lagore Vanvalin Investment Group's UL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Unilever (UL) in Q2 2025: 97 shares worth $6.48K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in UL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in UL in Q4 2022 and has held it in 10 quarters since. The position peaked at $11.3K in Q2 2024. 1,188 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 97 shares of Unilever worth $6.48K as of Q2 2025.
Unilever was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Unilever made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #471 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Unilever in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Unilever position peaked at $11.3K in Q2 2024.
1,188 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.