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Stephens Consulting’s Unilever UL Stock Holding History

Stephens Consulting’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 		$2.03K Buy
+31
New +$2.08K ﹤0.01% 350
2025
Q3 		– Sell
-55
Closed -$3.79K – 1121
2025
Q2 		$3.79K Buy
+55
New +$3.86K ﹤0.01% 412

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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

Stephens Consulting's UL Position: Q4 2025 in Review

Stephens Consulting opened a new position in Unilever (UL) in Q4 2025: 31 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in UL as recently as Q2 2025.

Stephens Consulting first reported a position in UL in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.79K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Stephens Consulting held 31 shares of Unilever worth $2.03K as of Q4 2025.
  • Unilever was a new Stephens Consulting position in Q4 2025.
  • Unilever made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #350 holding.
  • Stephens Consulting first reported a position in Unilever in Q2 2025 and has held it in 2 quarters since.
  • Stephens Consulting's Unilever position peaked at $3.79K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.