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Wiser Advisor Group’s Unilever UL Stock Holding History

Wiser Advisor 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
Q1 		– Sell
-26
Closed -$1.64K – 282
2024
Q4 		$1.64K Hold
26
– – ﹤0.01% 243
2024
Q3 		$1.88K Sell
26
-21
-45% -$1.45K ﹤0.01% 241
2024
Q2 		$2.9K Buy
47
+1
+2% +$59 ﹤0.01% 240
2024
Q1 		$2.64K Sell
46
-5
-10% -$277 ﹤0.01% 251
2023
Q4 		$2.78K Buy
+51
New +$2.75K ﹤0.01% 250

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wiser Advisor Group's UL Position: Q1 2025 in Review

Wiser Advisor Group sold out of Unilever (UL) in Q1 2025, closing a stake of 26 shares — an estimated $1.64K sold.

Wiser Advisor Group first reported a position in UL in Q4 2023 and held it in 5 quarters. The position peaked at $2.9K in Q2 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Wiser Advisor Group reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 26 Unilever shares in Q1 2025, an estimated $1.64K.
  • Wiser Advisor Group first reported a position in Unilever in Q4 2023 and held it in 5 quarters.
  • Wiser Advisor Group's Unilever position peaked at $2.9K in Q2 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Wiser Advisor Group's 13F filing for Q1 2025, filed 14 May 2025.