Templeton & Phillips Capital Management’s Unilever UL Stock Holding History

Templeton & Phillips Capital Management’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	-133,405	Closed	-$8.9M	–	58
2025 Q3	$8.9M	Hold	133,405	–	–	6.4%	7
2025 Q2	$9.18M	Hold	133,405	–	–	6.63%	6
2025 Q1	$8.94M	Sell	133,405 -98	-0.1%	-$6.32K	6.43%	5
2024 Q4	$8.52M	Hold	133,503	–	–	6.75%	5
2024 Q3	$9.76M	Sell	133,503 -2,276	-2%	-$157K	7.58%	3
2024 Q2	$8.4M	Sell	135,779 -8,856	-6%	-$523K	7.45%	4
2024 Q1	$8.17M	Sell	144,635 -36,150	-20%	-$2M	7.56%	3
2023 Q4	$9.86M	Sell	180,785 -6,591	-4%	-$356K	10.05%	2
2023 Q3	$10.4M	Buy	187,376 +44	+0%	+$2.54K	10.97%	2
2023 Q2	$11M	Sell	187,332 -298	-0.2%	-$17.7K	11.66%	2
2023 Q1	$11M	Sell	187,630 -870	-0.5%	-$49.4K	11.48%	2
2022 Q4	$10.7M	Buy	+188,500	New	+$10.1M	11.38%	2

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

Templeton & Phillips Capital Management's UL Position: Q4 2025 in Review

Templeton & Phillips Capital Management sold out of Unilever (UL) in Q4 2025, closing a stake of 133,405 shares — an estimated $8.9M sold.

Templeton & Phillips Capital Management first reported a position in UL in Q4 2022 and held it in 12 quarters. The position peaked at $11M in Q2 2023. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Templeton & Phillips Capital Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Templeton & Phillips Capital Management sold 133,405 Unilever shares in Q4 2025, an estimated $8.9M.
Templeton & Phillips Capital Management first reported a position in Unilever in Q4 2022 and held it in 12 quarters.
Templeton & Phillips Capital Management's Unilever position peaked at $11M in Q2 2023.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.