Swan Capital’s Unilever UL Stock Holding History

Swan Capital’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	–	Sell	-84	Closed	-$5.75K	–	551
2025 Q2	$5.75K	Buy	+84	New	+$5.89K	﹤0.01%	218

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Swan Capital's UL Position: Q3 2025 in Review

Swan Capital sold out of Unilever (UL) in Q3 2025, closing a stake of 84 shares — an estimated $5.75K sold.

Swan Capital first reported a position in UL in Q2 2025 and held it in 1 quarter. The position peaked at $5.75K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Swan Capital reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Swan Capital sold 84 Unilever shares in Q3 2025, an estimated $5.75K.
Swan Capital first reported a position in Unilever in Q2 2025 and held it in 1 quarter.
Swan Capital's Unilever position peaked at $5.75K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Swan Capital's 13F filing for Q3 2025, filed 14 Nov 2025.