SFA
UL icon

Semmax Financial Advisors’s Unilever UL Stock Holding History

Semmax Financial 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
Q2 		$1.37M Buy
19,995
+657
+3% +$46.1K 0.35% 80
2025
Q1 		$1.36M Buy
19,338
+293
+2% +$18.9K 0.37% 80
2024
Q4 		$1.2M Buy
19,045
+4,493
+31% +$303K 0.32% 88
2024
Q3 		$950K Sell
14,552
-1,116
-7% -$77.1K 0.26% 90
2024
Q2 		$1.08M Buy
15,668
+1,134
+8% +$67K 0.32% 82
2024
Q1 		$882K Buy
14,534
+1,520
+12% +$84.2K 0.29% 81
2023
Q4 		$734K Buy
13,014
+504
+4% +$27.2K 0.27% 78
2023
Q3 		$680K Buy
+12,510
New +$723K 0.27% 70
2022
Q4 		$639K Sell
11,123
-434
-4% -$23.2K 0.25% 66
2022
Q3 		$602K Sell
11,557
-1,006
-8% -$52.6K 0.26% 66
2022
Q2 		$690K Sell
12,563
-886
-7% -$45.1K 0.28% 72
2022
Q1 		$689K Sell
13,449
-2,043
-13% -$114K 0.27% 81
2021
Q4 		$937K Sell
15,492
-4,274
-22% -$254K 0.35% 78
2021
Q3 		$1.21M Sell
19,766
-1,110
-5% -$70.7K 0.42% 71
2021
Q2 		$1.37M Sell
20,876
-1,005
-5% -$66.8K 0.44% 71
2021
Q1 		$1.37M Buy
21,881
+2,637
+14% +$168K 0.49% 68
2020
Q4 		$1.31M Buy
19,244
+2,645
+16% +$179K 0.54% 63
2020
Q3 		$1.15M Buy
16,599
+945
+6% +$63.1K 0.55% 60
2020
Q2 		$966K Buy
15,654
+2,490
+19% +$149K 0.51% 62
2020
Q1 		$749K Buy
13,164
+4,511
+52% +$283K 0.48% 63
2019
Q4 		$557K Buy
8,653
+738
+9% +$49K 0.31% 65
2019
Q3 		$535K Buy
7,915
+1,092
+16% +$75.7K 0.32% 63
2019
Q2 		$476K Buy
6,823
+3,163
+86% +$215K 0.31% 65
2019
Q1 		$238K Buy
3,660
+1,499
+69% +$91.3K 0.16% 118
2018
Q4 		$127K Buy
+2,161
New +$130K 0.1% 137

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Semmax Financial Advisors's UL Position: Q2 2025 in Review

Semmax Financial Advisors increased its Unilever (UL) stake by 3.4% in Q2 2025, buying an estimated $46.1K and bringing the position to 19,995 shares worth $1.37M. The position accounts for 0.35% of the portfolio, ranked #80.

Semmax Financial Advisors first reported a position in UL in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.37M in Q2 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Semmax Financial Advisors held 19,995 shares of Unilever worth $1.37M as of Q2 2025.
  • Semmax Financial Advisors bought 657 Unilever shares in Q2 2025, an estimated $46.1K.
  • Unilever made up 0.35% of Semmax Financial Advisors's portfolio in Q2 2025, its #80 holding.
  • Semmax Financial Advisors first reported a position in Unilever in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Unilever position peaked at $1.37M in Q2 2021.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.