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Talon Private Wealth’s Unilever UL Stock Holding History

Talon Private Wealth’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
Q2 		$119K Buy
+1,728
New +$121K 0.02% 176
2025
Q1 		– Sell
-864
Closed -$55.1K – 293
2024
Q4 		$55.1K Hold
864
– – 0.01% 147
2024
Q3 		$63.1K Buy
+864
New +$59.7K 0.01% 99

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Fisher Asset Management
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Talon Private Wealth's UL Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Unilever (UL) in Q2 2025: 1,728 shares worth $119K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in UL as recently as Q4 2024.

Talon Private Wealth first reported a position in UL in Q3 2024 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Talon Private Wealth held 1,728 shares of Unilever worth $119K as of Q2 2025.
  • Unilever was a new Talon Private Wealth position in Q2 2025.
  • Unilever made up 0.02% of Talon Private Wealth's portfolio in Q2 2025, its #176 holding.
  • Talon Private Wealth first reported a position in Unilever in Q3 2024 and has held it in 3 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.