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Valley Wealth Managers’s Unilever UL Stock Holding History

Valley Wealth Managers’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
-80
Closed -$5.36K – 376
2025
Q1 		$5.36K Hold
80
– – ﹤0.01% 294
2024
Q4 		$5.1K Hold
80
– – ﹤0.01% 316
2024
Q3 		$5.85K Buy
+80
New +$5.53K ﹤0.01% 313
2022
Q4 		– Sell
-477
Closed -$24K – 456
2022
Q3 		$24K Buy
+477
New +$24.9K ﹤0.01% 280

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

Valley Wealth Managers's UL Position: Q2 2025 in Review

Valley Wealth Managers sold out of Unilever (UL) in Q2 2025, closing a stake of 80 shares — an estimated $5.36K sold.

Valley Wealth Managers first reported a position in UL in Q3 2022 and held it in 4 quarters. The position peaked at $24K in Q3 2022. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Valley Wealth Managers reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 80 Unilever shares in Q2 2025, an estimated $5.36K.
  • Valley Wealth Managers first reported a position in Unilever in Q3 2022 and held it in 4 quarters.
  • Valley Wealth Managers's Unilever position peaked at $24K in Q3 2022.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.