Tradition Wealth Management’s Unilever UL Stock Holding History

Tradition Wealth 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 Q2	–	Sell	-3,518	Closed	-$236K	–	474
2025 Q1	$236K	Hold	3,518	–	–	0.02%	383
2024 Q4	$224K	Sell	3,518 -525	-13%	-$35.5K	0.02%	377
2024 Q3	$295K	Buy	4,043 +27	+0.7%	+$1.87K	0.03%	323
2024 Q2	$248K	Sell	4,016 -78	-2%	-$4.61K	0.02%	343
2024 Q1	$231K	Sell	4,094 -268	-6%	-$14.8K	0.02%	347
2023 Q4	$238K	Buy	4,362 +2,251	+107%	+$121K	0.02%	300
2023 Q3	$117K	Sell	2,111 -42	-2%	-$2.43K	0.01%	405
2023 Q2	$126K	Sell	2,153 -90	-4%	-$5.34K	0.01%	404
2023 Q1	$131K	Buy	2,243 +1,559	+228%	+$88.6K	0.02%	368
2022 Q4	$39K	Buy	684 +17	+3%	+$910	0.01%	592
2022 Q3	$33K	Hold	667	–	–	0.01%	632
2022 Q2	$34K	Hold	667	–	–	﹤0.01%	543
2022 Q1	$34K	Buy	+667	New	+$37.1K	﹤0.01%	598

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Tradition Wealth Management's UL Position: Q2 2025 in Review

Tradition Wealth Management sold out of Unilever (UL) in Q2 2025, closing a stake of 3,518 shares — an estimated $236K sold.

Tradition Wealth Management first reported a position in UL in Q1 2022 and held it in 13 quarters. The position peaked at $295K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Tradition Wealth Management reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
Tradition Wealth Management sold 3,518 Unilever shares in Q2 2025, an estimated $236K.
Tradition Wealth Management first reported a position in Unilever in Q1 2022 and held it in 13 quarters.
Tradition Wealth Management's Unilever position peaked at $295K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Tradition Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.