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Rede Wealth’s Unilever UL Stock Holding History

Rede Wealth’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 		– Sell
-4,712
Closed -$314K – 171
2025
Q3 		$314K Buy
+4,712
New +$325K 0.25% 73
2023
Q3 		– Sell
-3,635
Closed -$213K – 97
2023
Q2 		$213K Buy
+3,635
New +$216K 0.1% 93
2022
Q1 		– Sell
-3,307
Closed -$200K – 112
2021
Q4 		$200K Buy
3,307
+22
+0.7% +$1.31K 0.1% 105
2021
Q3 		$200K Buy
3,285
+107
+3% +$6.82K 0.11% 108
2021
Q2 		$209K Buy
+3,178
New +$211K 0.11% 105

Other funds holding UL

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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rede Wealth's UL Position: Q4 2025 in Review

Rede Wealth sold out of Unilever (UL) in Q4 2025, closing a stake of 4,712 shares — an estimated $314K sold.

Rede Wealth first reported a position in UL in Q2 2021 and held it in 5 quarters. The position peaked at $314K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Rede Wealth reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Rede Wealth sold 4,712 Unilever shares in Q4 2025, an estimated $314K.
  • Rede Wealth first reported a position in Unilever in Q2 2021 and held it in 5 quarters.
  • Rede Wealth's Unilever position peaked at $314K in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.