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Stonegate Investment Group’s Unilever UL Stock Holding History

Stonegate Investment Group’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 		$7.85M Buy
117,684
+91,674
+352% +$6.33M 0.18% 64
2025
Q2 		$1.79M Buy
26,010
+13,315
+105% +$934K 0.05% 141
2025
Q1 		$850K Buy
12,695
+5,215
+70% +$336K 0.02% 170
2024
Q4 		$477K Buy
7,480
+4,548
+155% +$307K 0.01% 220
2024
Q3 		$214K Sell
2,932
-688
-19% -$47.6K 0.01% 339
2024
Q2 		$224K Buy
3,620
+7
+0.2% +$414 0.01% 319
2024
Q1 		$204K Buy
+3,613
New +$200K 0.01% 313
2023
Q2 		– Sell
-4,450
Closed -$260K – 359
2023
Q1 		$260K Sell
4,450
-9,128
-67% -$519K 0.01% 269
2022
Q4 		$769K Sell
13,578
-306
-2% -$16.4K 0.03% 168
2022
Q3 		$685K Buy
13,884
+433
+3% +$22.6K 0.03% 160
2022
Q2 		$694K Buy
13,451
+1,415
+12% +$72.1K 0.03% 157
2022
Q1 		$617K Sell
12,036
-544
-4% -$30.3K 0.02% 155
2021
Q4 		$761K Buy
+12,580
New +$747K 0.03% 143

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stonegate Investment Group's UL Position: Q3 2025 in Review

Stonegate Investment Group increased its Unilever (UL) stake by 352% in Q3 2025, buying an estimated $6.33M and bringing the position to 117,684 shares worth $7.85M. The position accounts for 0.18% of the portfolio, ranked #64.

Stonegate Investment Group first reported a position in UL in Q4 2021 and has held it in 13 quarters since. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Stonegate Investment Group held 117,684 shares of Unilever worth $7.85M as of Q3 2025.
  • Stonegate Investment Group bought 91,674 Unilever shares in Q3 2025, an estimated $6.33M.
  • Unilever made up 0.18% of Stonegate Investment Group's portfolio in Q3 2025, its #64 holding.
  • Stonegate Investment Group first reported a position in Unilever in Q4 2021 and has held it in 13 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.