Pursuit Wealth Management’s Unilever UL Stock Holding History

Pursuit 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	$593K	Buy	+9,072	New	+$610K	0.51%	70

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Pursuit Wealth Management's UL Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Unilever (UL) in Q4 2025: 9,072 shares worth $593K. The stake represents 0.51% of the portfolio and ranks #70 among its holdings.

1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Pursuit Wealth Management held 9,072 shares of Unilever worth $593K as of Q4 2025.
Unilever was a new Pursuit Wealth Management position in Q4 2025.
Unilever made up 0.51% of Pursuit Wealth Management's portfolio in Q4 2025, its #70 holding.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.