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Opes Wealth Management’s Unilever UL Stock Holding History

Opes Wealth 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
Q2 		– Sell
-3,343
Closed -$224K – 150
2025
Q1 		$224K Sell
3,343
-8
-0.2% -$516 0.05% 135
2024
Q4 		$214K Buy
3,351
+468
+16% +$31.6K 0.04% 133
2024
Q3 		$211K Buy
+2,883
New +$199K 0.04% 131
2023
Q2 		– Sell
-3,560
Closed -$208K – 123
2023
Q1 		$208K Hold
3,560
– – 0.07% 105
2022
Q4 		$202K Buy
+3,560
New +$191K 0.07% 102
2022
Q1 		– Sell
-3,348
Closed -$203K – 113
2021
Q4 		$203K Hold
3,348
– – 0.06% 109
2021
Q3 		$204K Buy
+3,348
New +$213K 0.07% 94

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Opes Wealth Management's UL Position: Q2 2025 in Review

Opes Wealth Management sold out of Unilever (UL) in Q2 2025, closing a stake of 3,343 shares — an estimated $224K sold.

Opes Wealth Management first reported a position in UL in Q3 2021 and held it in 7 quarters. The position peaked at $224K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Opes Wealth Management reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Opes Wealth Management sold 3,343 Unilever shares in Q2 2025, an estimated $224K.
  • Opes Wealth Management first reported a position in Unilever in Q3 2021 and held it in 7 quarters.
  • Opes Wealth Management's Unilever position peaked at $224K in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Opes Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.