Texas Yale Capital Corp’s Unilever UL Stock Holding History

Texas Yale Capital Corp’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	-36,640	Closed	-$2.44M	–	506
2025 Q3	$2.44M	Sell	36,640 -1,822	-5%	-$126K	0.08%	166
2025 Q2	$2.65M	Sell	38,462 -534	-1%	-$37.5K	0.09%	160
2025 Q1	$2.61M	Sell	38,996 -88	-0.2%	-$5.68K	0.11%	160
2024 Q4	$2.49M	Sell	39,084 -507	-1%	-$34.2K	0.1%	163
2024 Q3	$2.89M	Buy	39,591 +818	+2%	+$56.5K	0.13%	145
2024 Q2	$2.4M	Buy	38,773 +889	+2%	+$52.5K	0.11%	154
2024 Q1	$2.14M	Sell	37,884 -578	-2%	-$32K	0.1%	166
2023 Q4	$2.1M	Sell	38,462 -849	-2%	-$45.8K	0.1%	164
2023 Q3	$2.18M	Buy	39,311 +683	+2%	+$39.5K	0.1%	141
2023 Q2	$2.27M	Sell	38,628 -326	-0.8%	-$19.4K	0.11%	141
2023 Q1	$2.28M	Buy	38,954 +36	+0.1%	+$2.04K	0.12%	144
2022 Q4	$2.2M	Sell	38,918 -374	-1%	-$20K	0.13%	146
2022 Q3	$1.94M	Hold	39,292	–	–	0.12%	148
2022 Q2	$2.03M	Sell	39,292 -1,921	-5%	-$97.8K	0.13%	150
2022 Q1	$2.11M	Sell	41,213 -507	-1%	-$28.2K	0.12%	165
2021 Q4	$2.52M	Buy	41,720 +53	+0.1%	+$3.15K	0.13%	143
2021 Q3	$2.54M	Buy	41,667 +418	+1%	+$26.6K	0.14%	137
2021 Q2	$2.71M	Buy	41,249 +1,213	+3%	+$80.7K	0.16%	128
2021 Q1	$2.52M	Buy	40,036 +480	+1%	+$30.6K	0.16%	126
2020 Q4	$2.69M	Buy	39,556 +978	+3%	+$66.4K	0.18%	111
2020 Q3	$2.68M	Hold	38,578	–	–	0.21%	101
2020 Q2	$2.38M	Sell	38,578 -800	-2%	-$47.8K	0.19%	108
2020 Q1	$2.24M	Sell	39,378 -1,067	-3%	-$66.9K	0.22%	100
2019 Q4	$2.6M	Hold	40,445	–	–	0.18%	113
2019 Q3	$2.73M	Hold	40,445	–	–	0.2%	103
2019 Q2	$2.82M	Sell	40,445 -39,016	-49%	-$2.65M	0.21%	99
2019 Q1	$5.16M	Buy	79,461 +40,785	+105%	+$2.48M	0.21%	104
2018 Q4	$2.27M	Buy	38,676 +1,269	+3%	+$76.5K	0.21%	103
2018 Q3	$2.31M	Hold	37,407	–	–	0.19%	109
2018 Q2	$2.33M	Sell	37,407 -1,003	-3%	-$62.3K	0.2%	101
2018 Q1	$2.4M	Sell	38,410 -200	-0.5%	-$12.2K	0.21%	98
2017 Q4	$2.4M	Buy	38,610 +1,547	+4%	+$98K	0.21%	95
2017 Q3	$2.42M	Sell	37,063 -1,002	-3%	-$64.4K	0.21%	94
2017 Q2	$2.32M	Hold	38,065	–	–	0.2%	93
2017 Q1	$2.11M	Hold	38,065	–	–	0.19%	99
2016 Q4	$1.74M	Hold	38,065	–	–	0.16%	117
2016 Q3	$2.03M	Hold	38,065	–	–	0.2%	105
2016 Q2	$2.05M	Hold	38,065	–	–	0.2%	100
2016 Q1	$1.94M	Hold	38,065	–	–	0.2%	100
2015 Q4	$1.85M	Sell	38,065 -755	-2%	-$36.8K	0.18%	107
2015 Q3	$1.78M	Buy	38,820 +2,000	+5%	+$95.6K	0.17%	110
2015 Q2	$1.78M	Hold	36,820	–	–	0.15%	123
2015 Q1	$1.73M	Sell	36,820 -800	-2%	-$38.3K	0.14%	126
2014 Q4	$1.71M	Buy	37,620 +11,030	+41%	+$506K	0.15%	107
2014 Q3	$1.25M	Buy	26,590 +4,132	+18%	+$204K	0.12%	130
2014 Q2	$1.15M	Buy	22,458 +3,107	+16%	+$156K	0.14%	131
2014 Q1	$931K	Buy	+19,351	New	+$873K	0.13%	143

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

Texas Yale Capital Corp's UL Position: Q4 2025 in Review

Texas Yale Capital Corp sold out of Unilever (UL) in Q4 2025, closing a stake of 36,640 shares — an estimated $2.44M sold.

Texas Yale Capital Corp first reported a position in UL in Q1 2014 and held it in 47 quarters. The position peaked at $5.16M in Q1 2019. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Texas Yale Capital Corp reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Texas Yale Capital Corp sold 36,640 Unilever shares in Q4 2025, an estimated $2.44M.
Texas Yale Capital Corp first reported a position in Unilever in Q1 2014 and held it in 47 quarters.
Texas Yale Capital Corp's Unilever position peaked at $5.16M in Q1 2019.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Texas Yale Capital Corp's 13F filing for Q4 2025, filed 10 Feb 2026.