Stonehage Fleming Financial Services’s Unilever UL Stock Holding History

Stonehage Fleming Financial Services’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	-6,756	Closed	-$451K	–	242
2025 Q3	$451K	Hold	6,756	–	–	0.01%	108
2025 Q2	$465K	Buy	+6,756	New	+$474K	0.01%	111
2022 Q3	–	Sell	-292	Closed	-$15K	–	268
2022 Q2	$15K	Hold	292	–	–	﹤0.01%	228
2022 Q1	$14K	Buy	+292	New	+$16.3K	﹤0.01%	203
2021 Q2	–	Sell	-7,111	Closed	-$447K	–	216
2021 Q1	$447K	Hold	7,111	–	–	0.01%	118
2020 Q4	$485K	Hold	7,111	–	–	0.02%	114
2020 Q3	$483K	Hold	7,111	–	–	0.02%	101
2020 Q2	$424K	Hold	7,111	–	–	0.03%	86
2020 Q1	$393K	Buy	+7,111	New	+$446K	0.02%	97

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

Stonehage Fleming Financial Services's UL Position: Q4 2025 in Review

Stonehage Fleming Financial Services sold out of Unilever (UL) in Q4 2025, closing a stake of 6,756 shares — an estimated $451K sold.

Stonehage Fleming Financial Services first reported a position in UL in Q1 2020 and held it in 9 quarters. The position peaked at $485K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Stonehage Fleming Financial Services reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Stonehage Fleming Financial Services sold 6,756 Unilever shares in Q4 2025, an estimated $451K.
Stonehage Fleming Financial Services first reported a position in Unilever in Q1 2020 and held it in 9 quarters.
Stonehage Fleming Financial Services's Unilever position peaked at $485K in Q4 2020.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2025, filed 13 Jan 2026.