SageView Advisory Group’s Unilever UL Stock Holding History

SageView Advisory Group’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	$252K	Buy	3,854 +7	+0.2%	+$470	0.01%	526
2025 Q3	$257K	Sell	3,847 -582	-13%	-$40.2K	0.01%	560
2025 Q2	$295K	Sell	4,429 -159	-3%	-$11.2K	0.01%	496
2025 Q1	$307K	Sell	4,588 -912	-17%	-$58.8K	0.01%	464
2024 Q4	$351K	Buy	+5,500	New	+$371K	0.02%	407
2024 Q3	–	Sell	-4,596	Closed	-$284K	–	574
2024 Q2	$284K	Buy	+4,596	New	+$272K	0.01%	451
2024 Q1	–	Sell	-5,424	Closed	-$299K	–	808
2023 Q4	$299K	Buy	5,424 +888	+20%	+$47.9K	0.01%	512
2023 Q3	$252K	Buy	4,536 +50	+1%	+$2.89K	0.01%	460
2023 Q2	$263K	Buy	+4,486	New	+$266K	0.01%	472
2023 Q1	–	Sell	-3,789	Closed	-$215K	–	489
2022 Q4	$215K	Buy	+3,789	New	+$203K	0.02%	387

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SageView Advisory Group's UL Position: Q4 2025 in Review

SageView Advisory Group increased its Unilever (UL) stake by 0.18% in Q4 2025, buying an estimated $470 and bringing the position to 3,854 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #526.

SageView Advisory Group first reported a position in UL in Q4 2022 and has held it in 10 quarters since. The position peaked at $351K in Q4 2024. 1,153 funds tracked by Wall St. Rank hold UL as of Q4 2025.

SageView Advisory Group held 3,854 shares of Unilever worth $252K as of Q4 2025.
SageView Advisory Group bought 7 Unilever shares in Q4 2025, an estimated $470.
Unilever made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #526 holding.
SageView Advisory Group first reported a position in Unilever in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Unilever position peaked at $351K in Q4 2024.
1,153 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.