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Orion Portfolio Solutions’s Unilever UL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$9.92M Sell
148,016
-32,944
-18% -$2.13M 0.1% 202
2024
Q4 		$11.5M Sell
180,960
-3,443
-2% -$233K 0.12% 163
2024
Q3 		$13.5M Buy
184,403
+9,252
+5% +$640K 0.13% 147
2024
Q2 		$10.8M Buy
175,151
+39,029
+29% +$2.31M 0.11% 175
2024
Q1 		$7.69M Buy
136,122
+15,195
+13% +$842K 0.08% 244
2023
Q4 		$6.7M Sell
120,927
-27,396
-18% -$1.48M 0.08% 246
2023
Q3 		$8.24M Buy
148,323
+3,601
+2% +$208K 0.1% 200
2023
Q2 		$8.49M Buy
144,722
+331
+0.2% +$19.7K 0.09% 217
2023
Q1 		$8.44M Buy
144,391
+135,522
+1,528% +$7.7M 0.1% 181
2022
Q4 		$502K Buy
8,869
+1,813
+26% +$97K 0.02% 497
2022
Q3 		$348K Buy
7,056
+1,472
+26% +$76.9K 0.01% 525
2022
Q2 		$288K Sell
5,584
-956
-15% -$48.7K 0.01% 566
2022
Q1 		$335K Sell
6,540
-3,037
-32% -$169K 0.01% 550
2021
Q4 		$580K Buy
9,577
+399
+4% +$23.7K 0.02% 387
2021
Q3 		$560K Buy
9,178
+1,725
+23% +$110K 0.02% 367
2021
Q2 		$491K Buy
+7,453
New +$496K 0.02% 371
2020
Q3 		– Sell
-164
Closed -$10K – 1949
2020
Q2 		$10K Sell
164
-6
-4% -$359 ﹤0.01% 1224
2020
Q1 		$10K Sell
170
-128
-43% -$8.03K ﹤0.01% 1078
2019
Q4 		$19K Buy
+298
New +$19.8K ﹤0.01% 789

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Orion Portfolio Solutions's UL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Unilever (UL) stake by 18% in Q1 2025, selling an estimated $2.13M and leaving 148,016 shares worth $9.92M. The position accounts for 0.1% of the portfolio, ranked #202.

Orion Portfolio Solutions first reported a position in UL in Q4 2019 and has held it in 19 quarters since. The position peaked at $13.5M in Q3 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Orion Portfolio Solutions held 148,016 shares of Unilever worth $9.92M as of Q1 2025.
  • Orion Portfolio Solutions sold 32,944 Unilever shares in Q1 2025, an estimated $2.13M.
  • Unilever made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #202 holding.
  • Orion Portfolio Solutions first reported a position in Unilever in Q4 2019 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's Unilever position peaked at $13.5M in Q3 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.