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Wallace Advisory Group’s Unilever UL Stock Holding History

Wallace Advisory Group’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
-3,564
Closed -$245K – 170
2025
Q3 		$245K Sell
3,564
-1,080
-23% -$74.5K 0.2% 139
2025
Q2 		$311K Sell
4,644
-190
-4% -$13.3K 0.23% 128
2025
Q1 		$308K Buy
4,834
+120
+3% +$7.74K 0.21% 138
2024
Q4 		$344K Buy
4,714
+208
+5% +$14K 0.24% 118
2024
Q3 		$279K Sell
4,506
-182
-4% -$12.6K 0.2% 136
2024
Q2 		$290K Buy
+4,688
New +$277K 0.21% 130

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wallace Advisory Group's UL Position: Q4 2025 in Review

Wallace Advisory Group sold out of Unilever (UL) in Q4 2025, closing a stake of 3,564 shares — an estimated $245K sold.

Wallace Advisory Group first reported a position in UL in Q2 2024 and held it in 6 quarters. The position peaked at $344K in Q4 2024. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Wallace Advisory Group reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 3,564 Unilever shares in Q4 2025, an estimated $245K.
  • Wallace Advisory Group first reported a position in Unilever in Q2 2024 and held it in 6 quarters.
  • Wallace Advisory Group's Unilever position peaked at $344K in Q4 2024.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.