SPC Financial Inc’s Unilever UL Stock Holding History

SPC Financial Inc’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 Q3	$329K	Buy	4,928 +94	+2%	+$6.49K	0.03%	213
2025 Q2	$333K	Buy	4,834 +89	+2%	+$6.25K	0.03%	203
2025 Q1	$318K	Buy	4,745 +71	+2%	+$4.58K	0.03%	207
2024 Q4	$298K	Buy	4,674 +341	+8%	+$23K	0.03%	212
2024 Q3	$317K	Sell	4,333 -89	-2%	-$6.15K	0.03%	204
2024 Q2	$274K	Hold	4,422	–	–	0.03%	207
2024 Q1	$250K	Buy	4,422 +266	+6%	+$14.7K	0.02%	211
2023 Q4	$227K	Sell	4,156 -193	-4%	-$10.4K	0.02%	210
2023 Q3	$242K	Buy	4,349 +149	+4%	+$8.61K	0.03%	194
2023 Q2	$246K	Buy	+4,200	New	+$249K	0.03%	198

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

SPC Financial Inc's UL Position: Q3 2025 in Review

SPC Financial Inc increased its Unilever (UL) stake by 1.9% in Q3 2025, buying an estimated $6.49K and bringing the position to 4,928 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #213.

SPC Financial Inc first reported a position in UL in Q2 2023 and has held it in 10 quarters since. The position peaked at $333K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

SPC Financial Inc held 4,928 shares of Unilever worth $329K as of Q3 2025.
SPC Financial Inc bought 94 Unilever shares in Q3 2025, an estimated $6.49K.
Unilever made up 0.03% of SPC Financial Inc's portfolio in Q3 2025, its #213 holding.
SPC Financial Inc first reported a position in Unilever in Q2 2023 and has held it in 10 quarters since.
SPC Financial Inc's Unilever position peaked at $333K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.