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Rise Advisors’s Unilever UL Stock Holding History

Rise Advisors’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
-5
Closed -$367 – 1346
2025
Q3 		$367 Hold
5
– – ﹤0.01% 1453
2025
Q2 		$376 Buy
5
+3
+150% +$211 ﹤0.01% 1456
2025
Q1 		$97 Sell
2
-509
-100% -$32.8K ﹤0.01% 1455
2024
Q4 		$32.6K Buy
511
+4
+0.8% +$270 0.02% 356
2024
Q3 		$37K Buy
507
+4
+0.8% +$277 0.02% 316
2024
Q2 		$31.1K Buy
503
+4
+0.8% +$236 0.02% 357
2024
Q1 		$28.2K Buy
+499
New +$27.6K 0.02% 411

Other funds holding UL

Wellington Management Group
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

Rise Advisors's UL Position: Q4 2025 in Review

Rise Advisors sold out of Unilever (UL) in Q4 2025, closing a stake of 5 shares — an estimated $367 sold.

Rise Advisors first reported a position in UL in Q1 2024 and held it in 7 quarters. The position peaked at $37K in Q3 2024. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Rise Advisors reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 5 Unilever shares in Q4 2025, an estimated $367.
  • Rise Advisors first reported a position in Unilever in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Unilever position peaked at $37K in Q3 2024.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.