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Spire Wealth Management’s Unilever UL Stock Holding History

Spire Wealth Management’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
-2,937
Closed -$196K – 2483
2025
Q3 		$196K Buy
2,937
+39
+1% +$2.69K 0.01% 787
2025
Q2 		$199K Sell
2,898
-11,380
-80% -$799K 0.01% 766
2025
Q1 		$957K Buy
14,278
+491
+4% +$31.7K 0.03% 411
2024
Q4 		$879K Sell
13,787
-929
-6% -$62.7K 0.03% 423
2024
Q3 		$1.08M Sell
14,716
-2,116
-13% -$146K 0.04% 363
2024
Q2 		$1.04M Sell
16,832
-2,427
-13% -$143K 0.04% 334
2024
Q1 		$1.09M Buy
19,259
+2,617
+16% +$145K 0.02% 358
2023
Q4 		$883K Sell
16,642
-786
-5% -$42.4K 0.03% 390
2023
Q3 		$969K Buy
17,428
+1,077
+7% +$62.2K 0.04% 336
2023
Q2 		$959K Buy
16,351
+152
+0.9% +$9.03K 0.04% 355
2023
Q1 		$946K Buy
16,199
+8,113
+100% +$461K 0.04% 352
2022
Q4 		$458K Buy
8,086
+1,906
+31% +$102K 0.03% 373
2022
Q3 		$305K Sell
6,180
-14,533
-70% -$759K 0.02% 437
2022
Q2 		$1.07M Sell
20,713
-7,527
-27% -$383K 0.04% 321
2022
Q1 		$1.45M Sell
28,240
-5,949
-17% -$331K 0.04% 320
2021
Q4 		$2.07M Buy
34,189
+4,829
+16% +$287K 0.05% 303
2021
Q3 		$1.79M Buy
29,360
+854
+3% +$54.4K 0.05% 304
2021
Q2 		$1.89M Sell
28,506
-4,150
-13% -$276K 0.05% 303
2021
Q1 		$2.05M Buy
+32,656
New +$2.08M 0.05% 274

Other funds holding UL

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

Spire Wealth Management's UL Position: Q4 2025 in Review

Spire Wealth Management sold out of Unilever (UL) in Q4 2025, closing a stake of 2,937 shares — an estimated $196K sold.

Spire Wealth Management first reported a position in UL in Q1 2021 and held it in 19 quarters. The position peaked at $2.07M in Q4 2021. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Spire Wealth Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,937 Unilever shares in Q4 2025, an estimated $196K.
  • Spire Wealth Management first reported a position in Unilever in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's Unilever position peaked at $2.07M in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.