Transce3nd’s Unilever UL Stock Holding History

Transce3nd’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 Q3	–	Sell	-18	Closed	-$1.22K	–	1084
2025 Q2	$1.22K	Hold	18	–	–	﹤0.01%	949
2025 Q1	$1.19K	Hold	18	–	–	﹤0.01%	935
2024 Q4	$1.13K	Buy	+18	New	+$1.22K	﹤0.01%	1187

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Transce3nd's UL Position: Q3 2025 in Review

Transce3nd sold out of Unilever (UL) in Q3 2025, closing a stake of 18 shares — an estimated $1.22K sold.

Transce3nd first reported a position in UL in Q4 2024 and held it in 3 quarters. The position peaked at $1.22K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Transce3nd reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 18 Unilever shares in Q3 2025, an estimated $1.22K.
Transce3nd first reported a position in Unilever in Q4 2024 and held it in 3 quarters.
Transce3nd's Unilever position peaked at $1.22K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.