TritonPoint Wealth’s Unilever UL Stock Holding History

TritonPoint 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 Q4	–	Sell	-5,062	Closed	-$338K	–	355
2025 Q3	$338K	Sell	5,062 -175	-3%	-$12.1K	0.03%	278
2025 Q2	$360K	Sell	5,237 -524	-9%	-$36.8K	0.03%	262
2025 Q1	$386K	Sell	5,761 -2,202	-28%	-$142K	0.04%	244
2024 Q4	$508K	Sell	7,963 -1,310	-14%	-$88.5K	0.05%	206
2024 Q3	$683K	Sell	9,273 -1,099	-11%	-$76K	0.06%	177
2024 Q2	$642K	Sell	10,372 -2,810	-21%	-$166K	0.06%	177
2024 Q1	$703K	Buy	13,182 +299	+2%	+$16.6K	0.07%	165
2023 Q4	$703K	Buy	+12,883	New	+$695K	0.07%	174

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

TritonPoint Wealth's UL Position: Q4 2025 in Review

TritonPoint Wealth sold out of Unilever (UL) in Q4 2025, closing a stake of 5,062 shares — an estimated $338K sold.

TritonPoint Wealth first reported a position in UL in Q4 2023 and held it in 8 quarters. The position peaked at $703K in Q1 2024. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

TritonPoint Wealth reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 5,062 Unilever shares in Q4 2025, an estimated $338K.
TritonPoint Wealth first reported a position in Unilever in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's Unilever position peaked at $703K in Q1 2024.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.