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Tyler-Stone Wealth Management’s Unilever UL Stock Holding History

Tyler-Stone 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 		$416K Buy
6,041
+978
+19% +$68.6K 0.07% 217
2025
Q1 		$339K Sell
5,063
-782
-13% -$50.4K 0.06% 233
2024
Q4 		$373K Buy
5,845
+160
+3% +$10.8K 0.07% 224
2024
Q3 		$415K Buy
5,685
+2,842
+100% +$196K 0.08% 210
2024
Q2 		$176K Hold
2,843
– – 0.07% 206
2024
Q1 		$161K Buy
2,843
+578
+26% +$32K 0.07% 217
2023
Q4 		$124K Hold
2,265
– – 0.06% 238
2023
Q3 		$126K Sell
2,265
-644
-22% -$37.2K 0.07% 214
2023
Q2 		$171K Buy
+2,909
New +$173K 0.1% 183
2022
Q4 		$152K Hold
2,689
– – 0.1% 176
2022
Q3 		$133K Hold
2,689
– – 0.1% 179
2022
Q2 		$139K Buy
2,689
+822
+44% +$41.9K 0.09% 194
2022
Q1 		$96K Buy
1,867
+178
+11% +$9.91K 0.05% 256
2021
Q4 		$102K Buy
+1,689
New +$100K 0.05% 268

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

Tyler-Stone Wealth Management's UL Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Unilever (UL) stake by 19% in Q2 2025, buying an estimated $68.6K and bringing the position to 6,041 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #217.

Tyler-Stone Wealth Management first reported a position in UL in Q4 2021 and has held it in 14 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Tyler-Stone Wealth Management held 6,041 shares of Unilever worth $416K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 978 Unilever shares in Q2 2025, an estimated $68.6K.
  • Unilever made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #217 holding.
  • Tyler-Stone Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 14 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.