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Ransom Advisory’s Unilever UL Stock Holding History

Ransom Advisory’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 		$369K Sell
5,644
-696
-11% -$46.8K 0.15% 98
2025
Q3 		$423K Sell
6,340
-312
-5% -$21.5K 0.19% 78
2025
Q2 		$458K Sell
6,652
-755
-10% -$53K 0.22% 79
2025
Q1 		$496K Sell
7,407
-178
-2% -$11.5K 0.25% 79
2024
Q4 		$484K Hold
7,585
– – 0.22% 82
2024
Q3 		$554K Sell
7,585
-444
-6% -$30.7K 0.26% 76
2024
Q2 		$497K Sell
8,029
-76
-0.9% -$4.49K 0.25% 76
2024
Q1 		$458K Buy
+8,105
New +$449K 0.24% 85

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

Ransom Advisory's UL Position: Q4 2025 in Review

Ransom Advisory reduced its Unilever (UL) stake by 11% in Q4 2025, selling an estimated $46.8K and leaving 5,644 shares worth $369K. The position accounts for 0.15% of the portfolio, ranked #98.

Ransom Advisory first reported a position in UL in Q1 2024 and has held it in 8 quarters since. The position peaked at $554K in Q3 2024. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Ransom Advisory held 5,644 shares of Unilever worth $369K as of Q4 2025.
  • Ransom Advisory sold 696 Unilever shares in Q4 2025, an estimated $46.8K.
  • Unilever made up 0.15% of Ransom Advisory's portfolio in Q4 2025, its #98 holding.
  • Ransom Advisory first reported a position in Unilever in Q1 2024 and has held it in 8 quarters since.
  • Ransom Advisory's Unilever position peaked at $554K in Q3 2024.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.