Pacific Capital Wealth Advisors’s Unilever UL Stock Holding History

Pacific Capital Wealth Advisors’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	–	Sell	-356	Closed	-$22.7K	–	356
2024 Q4	$22.7K	Hold	356	–	–	﹤0.01%	211
2024 Q3	$26K	Hold	356	–	–	﹤0.01%	207
2024 Q2	$22K	Sell	356 -76	-18%	-$4.49K	﹤0.01%	219
2024 Q1	$24.4K	Buy	432 +76	+21%	+$4.21K	0.01%	176
2023 Q4	$19.4K	Buy	+356	New	+$19.2K	﹤0.01%	197
2020 Q4	–	Sell	-356	Closed	-$25K	–	184
2020 Q3	$25K	Buy	+356	New	+$23.8K	0.01%	137

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pacific Capital Wealth Advisors's UL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Unilever (UL) in Q1 2025, closing a stake of 356 shares — an estimated $22.7K sold.

Pacific Capital Wealth Advisors first reported a position in UL in Q3 2020 and held it in 6 quarters. The position peaked at $26K in Q3 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 356 Unilever shares in Q1 2025, an estimated $22.7K.
Pacific Capital Wealth Advisors first reported a position in Unilever in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Unilever position peaked at $26K in Q3 2024.
1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.