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Phoenix Financial’s Unilever UL Stock Holding History

Phoenix Financial’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
Q3 		– Sell
-4,822
Closed -$332K – 499
2025
Q2 		$332K Buy
+4,822
New +$338K ﹤0.01% 326
2024
Q4 		– Sell
-4,348
Closed -$318K – 401
2024
Q3 		$318K Buy
+4,348
New +$301K ﹤0.01% 288
2024
Q1 		– Sell
-4,809
Closed -$262K – 472
2023
Q4 		$262K Buy
+4,809
New +$259K ﹤0.01% 281

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Phoenix Financial's UL Position: Q3 2025 in Review

Phoenix Financial sold out of Unilever (UL) in Q3 2025, closing a stake of 4,822 shares — an estimated $332K sold.

Phoenix Financial first reported a position in UL in Q4 2023 and held it in 3 quarters. The position peaked at $332K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Phoenix Financial reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 4,822 Unilever shares in Q3 2025, an estimated $332K.
  • Phoenix Financial first reported a position in Unilever in Q4 2023 and held it in 3 quarters.
  • Phoenix Financial's Unilever position peaked at $332K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.