WCM Investment Management
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WCM Investment Management’s Unilever UL Stock Holding History

WCM Investment 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 		– Sell
-69,875
Closed -$4.65M – 284
2025
Q1 		$4.65M Sell
69,875
-2,403
-3% -$155K 0.01% 173
2024
Q4 		$4.62M Buy
72,278
+45,149
+166% +$3.05M 0.01% 183
2024
Q3 		$2M Buy
27,129
+19,059
+236% +$1.32M ﹤0.01% 202
2024
Q2 		$503K Buy
8,070
+3,475
+76% +$205K ﹤0.01% 229
2024
Q1 		$259K Buy
4,595
+619
+16% +$34.3K ﹤0.01% 232
2023
Q4 		$217K Buy
+3,976
New +$215K ﹤0.01% 236
2023
Q2 		– Sell
-8,229
Closed -$481K – 227
2023
Q1 		$481K Buy
8,229
+102
+1% +$5.79K ﹤0.01% 204
2022
Q4 		$460K Buy
+8,127
New +$435K ﹤0.01% 207
2022
Q2 		– Sell
-4,134
Closed -$212K – 210
2022
Q1 		$212K Buy
+4,134
New +$230K ﹤0.01% 200
2015
Q4 		– Sell
-4,907
Closed -$225K – 111
2015
Q3 		$225K Sell
4,907
-2,213
-31% -$106K 0.01% 106
2015
Q2 		$344K Hold
7,120
– – 0.01% 108
2015
Q1 		$334K Sell
7,120
-564
-7% -$27K 0.01% 135
2014
Q4 		$350K Sell
7,684
-165
-2% -$7.57K 0.01% 110
2014
Q3 		$370K Sell
7,849
-147
-2% -$7.26K 0.01% 108
2014
Q2 		$408K Buy
7,996
+89
+1% +$4.46K 0.01% 128
2014
Q1 		$381K Buy
7,907
+111
+1% +$5.01K 0.01% 126
2013
Q4 		$361K Hold
7,796
– – 0.01% 121
2013
Q3 		$338K Buy
+7,796
New +$354K 0.02% 117

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Morgan Stanley
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WCM Investment Management's UL Position: Q2 2025 in Review

WCM Investment Management sold out of Unilever (UL) in Q2 2025, closing a stake of 69,875 shares — an estimated $4.65M sold.

WCM Investment Management first reported a position in UL in Q3 2013 and held it in 18 quarters. The position peaked at $4.65M in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • WCM Investment Management reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 69,875 Unilever shares in Q2 2025, an estimated $4.65M.
  • WCM Investment Management first reported a position in Unilever in Q3 2013 and held it in 18 quarters.
  • WCM Investment Management's Unilever position peaked at $4.65M in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.