Scott Marsh Financial’s Unilever UL Stock Holding History

Scott Marsh Financial’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	$319K	Buy	+4,639	New	+$326K	0.12%	195

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

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

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

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

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

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

Scott Marsh Financial's UL Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Unilever (UL) in Q2 2025: 4,639 shares worth $319K. The stake represents 0.12% of the portfolio and ranks #195 among its holdings.

1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Scott Marsh Financial held 4,639 shares of Unilever worth $319K as of Q2 2025.
Unilever was a new Scott Marsh Financial position in Q2 2025.
Unilever made up 0.12% of Scott Marsh Financial's portfolio in Q2 2025, its #195 holding.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.