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Steigerwald Gordon & Koch’s Unilever UL Stock Holding History

Steigerwald Gordon & Koch’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
-63
Closed -$4.21K – 937
2025
Q3 		$4.21K Buy
+63
New +$4.35K ﹤0.01% 651

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Bank of America
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ClearBridge Investments
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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

Steigerwald Gordon & Koch's UL Position: Q4 2025 in Review

Steigerwald Gordon & Koch sold out of Unilever (UL) in Q4 2025, closing a stake of 63 shares — an estimated $4.21K sold.

Steigerwald Gordon & Koch first reported a position in UL in Q3 2025 and held it in 1 quarter. The position peaked at $4.21K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Steigerwald Gordon & Koch reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 63 Unilever shares in Q4 2025, an estimated $4.21K.
  • Steigerwald Gordon & Koch first reported a position in Unilever in Q3 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Unilever position peaked at $4.21K in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2025, filed 23 Jan 2026.