Sonoma Allocations’s Unilever UL Stock Holding History

Sonoma Allocations’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	-3,820	Closed	-$267K	–	153
2025 Q3	$267K	Buy	+3,820	New	+$264K	0.1%	114

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonoma Allocations's UL Position: Q4 2025 in Review

Sonoma Allocations sold out of Unilever (UL) in Q4 2025, closing a stake of 3,820 shares — an estimated $267K sold.

Sonoma Allocations first reported a position in UL in Q3 2025 and held it in 1 quarter. The position peaked at $267K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Sonoma Allocations reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Sonoma Allocations sold 3,820 Unilever shares in Q4 2025, an estimated $267K.
Sonoma Allocations first reported a position in Unilever in Q3 2025 and held it in 1 quarter.
Sonoma Allocations's Unilever position peaked at $267K in Q3 2025.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Sonoma Allocations's 13F filing for Q4 2025, filed 23 Feb 2026.