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Wealthstream Advisors’s Unilever UL Stock Holding History

Wealthstream Advisors’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
-3,548
Closed -$238K – 192
2025
Q1 		$238K Sell
3,548
-103
-3% -$6.64K 0.04% 130
2024
Q4 		$233K Buy
3,651
+109
+3% +$7.36K 0.04% 132
2024
Q3 		$259K Buy
3,542
+72
+2% +$4.98K 0.05% 129
2024
Q2 		$215K Buy
+3,470
New +$205K 0.08% 125

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

Wealthstream Advisors's UL Position: Q2 2025 in Review

Wealthstream Advisors sold out of Unilever (UL) in Q2 2025, closing a stake of 3,548 shares — an estimated $238K sold.

Wealthstream Advisors first reported a position in UL in Q2 2024 and held it in 4 quarters. The position peaked at $259K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Wealthstream Advisors reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Wealthstream Advisors sold 3,548 Unilever shares in Q2 2025, an estimated $238K.
  • Wealthstream Advisors first reported a position in Unilever in Q2 2024 and held it in 4 quarters.
  • Wealthstream Advisors's Unilever position peaked at $259K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Wealthstream Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.