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ORG Partners’s Unilever UL Stock Holding History

ORG Partners’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 		$11K Sell
168
-2
-1% -$134 ﹤0.01% 969
2025
Q3 		$11.3K Buy
170
+54
+47% +$3.73K ﹤0.01% 945
2025
Q2 		$8.05K Buy
+116
New +$8.14K ﹤0.01% 948
2024
Q3 		– Sell
-22
Closed -$1.38K – 1374
2024
Q2 		$1.38K Sell
22
-54
-71% -$3.19K ﹤0.01% 1541
2024
Q1 		$4.29K Buy
76
+38
+100% +$2.1K 0.01% 356
2023
Q4 		$2.08K Hold
38
– – ﹤0.01% 951
2023
Q3 		$2.12K Sell
38
-7,788
-100% -$450K ﹤0.01% 1069
2023
Q2 		$459K Buy
+7,826
New +$465K 0.07% 226

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ORG Partners's UL Position: Q4 2025 in Review

ORG Partners reduced its Unilever (UL) stake by 1.2% in Q4 2025, selling an estimated $134 and leaving 168 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

ORG Partners first reported a position in UL in Q2 2023 and has held it in 8 quarters since. The position peaked at $459K in Q2 2023. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • ORG Partners held 168 shares of Unilever worth $11K as of Q4 2025.
  • ORG Partners sold 2 Unilever shares in Q4 2025, an estimated $134.
  • Unilever made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #969 holding.
  • ORG Partners first reported a position in Unilever in Q2 2023 and has held it in 8 quarters since.
  • ORG Partners's Unilever position peaked at $459K in Q2 2023.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.