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Trajan Wealth’s Unilever UL Stock Holding History

Trajan 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 		– Sell
-67,108
Closed -$4.5M – 157
2025
Q1 		$4.5M Buy
67,108
+7,279
+12% +$470K 0.25% 90
2024
Q4 		$3.82M Buy
59,829
+5,997
+11% +$405K 0.21% 96
2024
Q3 		$3.93M Buy
53,832
+7,233
+16% +$500K 0.23% 90
2024
Q2 		$2.88M Buy
46,599
+5,854
+14% +$346K 0.19% 98
2024
Q1 		$2.3M Buy
+40,745
New +$2.26M 0.16% 101

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

Trajan Wealth's UL Position: Q2 2025 in Review

Trajan Wealth sold out of Unilever (UL) in Q2 2025, closing a stake of 67,108 shares — an estimated $4.5M sold.

Trajan Wealth first reported a position in UL in Q1 2024 and held it in 5 quarters. The position peaked at $4.5M in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Trajan Wealth reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Trajan Wealth sold 67,108 Unilever shares in Q2 2025, an estimated $4.5M.
  • Trajan Wealth first reported a position in Unilever in Q1 2024 and held it in 5 quarters.
  • Trajan Wealth's Unilever position peaked at $4.5M in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Trajan Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.