Tucker Asset Management’s Unilever UL Stock Holding History

Tucker Asset 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 Q4	$11.4K	Buy	+174	New	+$11.7K	﹤0.01%	550
2025 Q1	–	Sell	-45	Closed	-$2.89K	–	894
2024 Q4	$2.89K	Buy	45 +15	+50%	+$1.01K	﹤0.01%	1133
2024 Q3	$2.21K	Hold	30	–	–	﹤0.01%	1147
2024 Q2	$1.87K	Buy	+30	New	+$1.77K	﹤0.01%	1334
2023 Q2	–	Sell	-227	Closed	-$13.2K	–	1297
2023 Q1	$13.2K	Sell	227 -63	-22%	-$3.58K	﹤0.01%	497
2022 Q4	$16.5K	Buy	290 +214	+282%	+$11.5K	0.01%	276
2022 Q3	$3.87K	Buy	+76	New	+$3.97K	﹤0.01%	473
2021 Q3	–	Sell	-340	Closed	-$22.3K	–	399
2021 Q2	$22.3K	Buy	340 +50	+17%	+$3.33K	0.01%	121
2021 Q1	$18.2K	Buy	290 +139	+92%	+$8.85K	0.01%	144
2020 Q4	$10.3K	Buy	+151	New	+$10.2K	0.01%	197

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

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

Tucker Asset Management's UL Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Unilever (UL) in Q4 2025: 174 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in UL as recently as Q4 2024.

Tucker Asset Management first reported a position in UL in Q4 2020 and has held it in 10 quarters since. The position peaked at $22.3K in Q2 2021. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Tucker Asset Management held 174 shares of Unilever worth $11.4K as of Q4 2025.
Unilever was a new Tucker Asset Management position in Q4 2025.
Unilever made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #550 holding.
Tucker Asset Management first reported a position in Unilever in Q4 2020 and has held it in 10 quarters since.
Tucker Asset Management's Unilever position peaked at $22.3K in Q2 2021.
1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.