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Total Wealth Planning’s Unilever UL Stock Holding History

Total Wealth Planning’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
-5,149
Closed -$343K – 100
2025
Q3 		$343K Hold
5,149
– – 0.04% 89
2025
Q2 		$354K Buy
+5,149
New +$361K 0.04% 86

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Total Wealth Planning's UL Position: Q4 2025 in Review

Total Wealth Planning sold out of Unilever (UL) in Q4 2025, closing a stake of 5,149 shares — an estimated $343K sold.

Total Wealth Planning first reported a position in UL in Q2 2025 and held it in 2 quarters. The position peaked at $354K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Total Wealth Planning reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 5,149 Unilever shares in Q4 2025, an estimated $343K.
  • Total Wealth Planning first reported a position in Unilever in Q2 2025 and held it in 2 quarters.
  • Total Wealth Planning's Unilever position peaked at $354K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.