Ray Dalio’s Unilever UL Stock Holding History

Ray Dalio’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	-7,442	Closed	-$512K	–	1072
2025 Q2	$512K	Sell	7,442 -10,210	-58%	-$716K	﹤0.01%	517
2025 Q1	$1.18M	Buy	17,652 +10,754	+156%	+$694K	0.01%	507
2024 Q4	$440K	Buy	+6,898	New	+$466K	﹤0.01%	591

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ray Dalio's UL Position: Q3 2025 in Review

Ray Dalio sold out of Unilever (UL) in Q3 2025, closing a stake of 7,442 shares — an estimated $512K sold.

Ray Dalio first reported a position in UL in Q4 2024 and held it in 3 quarters. The position peaked at $1.18M in Q1 2025. 1,173 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Ray Dalio reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Ray Dalio sold 7,442 Unilever shares in Q3 2025, an estimated $512K.
Ray Dalio first reported a position in Unilever in Q4 2024 and held it in 3 quarters.
Ray Dalio's Unilever position peaked at $1.18M in Q1 2025.
1,173 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Bridgewater Associates's 13F filing for Q3 2025, filed 13 Nov 2025.