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Oregon Pacific Wealth Management’s Unilever UL Stock Holding History

Oregon Pacific 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
Q4 		– Sell
-3,137
Closed -$209K – 146
2025
Q3 		$209K Buy
3,137
+36
+1% +$2.48K 0.18% 131
2025
Q2 		$213K Sell
3,101
-375
-11% -$26.3K 0.2% 123
2025
Q1 		$233K Sell
3,476
-2,923
-46% -$189K 0.23% 112
2024
Q4 		$408K Buy
+6,399
New +$432K 0.4% 68

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Oregon Pacific Wealth Management's UL Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Unilever (UL) in Q4 2025, closing a stake of 3,137 shares — an estimated $209K sold.

Oregon Pacific Wealth Management first reported a position in UL in Q4 2024 and held it in 4 quarters. The position peaked at $408K in Q4 2024. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 3,137 Unilever shares in Q4 2025, an estimated $209K.
  • Oregon Pacific Wealth Management first reported a position in Unilever in Q4 2024 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's Unilever position peaked at $408K in Q4 2024.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.