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Sage Investment Counsel’s Unilever UL Stock Holding History

Sage Investment Counsel’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
Q2 		– Sell
-4,533
Closed -$304K – 134
2025
Q1 		$304K Sell
4,533
-2,275
-33% -$147K 0.39% 80
2024
Q4 		$434K Buy
+6,808
New +$460K 0.57% 54

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sage Investment Counsel's UL Position: Q2 2025 in Review

Sage Investment Counsel sold out of Unilever (UL) in Q2 2025, closing a stake of 4,533 shares — an estimated $304K sold.

Sage Investment Counsel first reported a position in UL in Q4 2024 and held it in 2 quarters. The position peaked at $434K in Q4 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Sage Investment Counsel reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 4,533 Unilever shares in Q2 2025, an estimated $304K.
  • Sage Investment Counsel first reported a position in Unilever in Q4 2024 and held it in 2 quarters.
  • Sage Investment Counsel's Unilever position peaked at $434K in Q4 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Sage Investment Counsel's 13F filing for Q2 2025, filed 22 Jul 2025.