SteelPeak Wealth’s Unilever UL Stock Holding History

SteelPeak Wealth’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	-6,716	Closed	-$448K	–	652
2025 Q3	$448K	Buy	+6,716	New	+$464K	0.01%	404

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

SteelPeak Wealth's UL Position: Q4 2025 in Review

SteelPeak Wealth sold out of Unilever (UL) in Q4 2025, closing a stake of 6,716 shares — an estimated $448K sold.

SteelPeak Wealth first reported a position in UL in Q3 2025 and held it in 1 quarter. The position peaked at $448K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

SteelPeak Wealth reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 6,716 Unilever shares in Q4 2025, an estimated $448K.
SteelPeak Wealth first reported a position in Unilever in Q3 2025 and held it in 1 quarter.
SteelPeak Wealth's Unilever position peaked at $448K in Q3 2025.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.