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Retirement Guys Formula’s Unilever UL Stock Holding History

Retirement Guys Formula’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
-8,644
Closed -$577K – 177
2025
Q3 		$577K Sell
8,644
-6,580
-43% -$454K 0.2% 113
2025
Q2 		$1.05M Buy
15,224
+634
+4% +$44.5K 0.4% 88
2025
Q1 		$977K Buy
14,590
+2,439
+20% +$157K 0.49% 85
2024
Q4 		$775K Buy
12,151
+1,185
+11% +$80K 0.39% 78
2024
Q3 		$801K Buy
10,966
+726
+7% +$50.2K 0.37% 75
2024
Q2 		$634K Sell
10,240
-970
-9% -$57.3K 0.3% 91
2024
Q1 		$633K Buy
11,210
+2,776
+33% +$154K 0.31% 87
2023
Q4 		$460K Buy
8,434
+20
+0.2% +$1.08K 0.25% 100
2023
Q3 		$468K Buy
8,414
+473
+6% +$27.3K 0.33% 88
2023
Q2 		$466K Sell
7,941
-226
-3% -$13.4K 0.27% 101
2023
Q1 		$477K Buy
8,167
+45
+0.6% +$2.56K 0.34% 87
2022
Q4 		$460K Sell
8,122
-107
-1% -$5.73K 0.38% 90
2022
Q3 		$406K Buy
8,229
+1,008
+14% +$52.7K 0.43% 62
2022
Q2 		$373K Buy
7,221
+1,751
+32% +$89.2K 0.38% 71
2022
Q1 		$281K Buy
5,470
+970
+22% +$54K 0.19% 94
2021
Q4 		$273K Buy
+4,500
New +$267K 0.22% 86

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

Retirement Guys Formula's UL Position: Q4 2025 in Review

Retirement Guys Formula sold out of Unilever (UL) in Q4 2025, closing a stake of 8,644 shares — an estimated $577K sold.

Retirement Guys Formula first reported a position in UL in Q4 2021 and held it in 16 quarters. The position peaked at $1.05M in Q2 2025. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Retirement Guys Formula reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 8,644 Unilever shares in Q4 2025, an estimated $577K.
  • Retirement Guys Formula first reported a position in Unilever in Q4 2021 and held it in 16 quarters.
  • Retirement Guys Formula's Unilever position peaked at $1.05M in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Retirement Guys Formula's 13F filing for Q4 2025, filed 23 Jan 2026.