WTFG
UL icon

Wood Tarver Financial Group’s Unilever UL Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-331
Closed -$22K – 610
2025
Q2 		$22K Hold
331
– – 0.01% 355
2025
Q1 		$22.2K Hold
331
– – 0.01% 342
2024
Q4 		$21K Buy
+331
New +$22.4K 0.01% 346

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Wood Tarver Financial Group's UL Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Unilever (UL) in Q3 2025, closing a stake of 331 shares — an estimated $22K sold.

Wood Tarver Financial Group first reported a position in UL in Q4 2024 and held it in 3 quarters. The position peaked at $22.2K in Q1 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 331 Unilever shares in Q3 2025, an estimated $22K.
  • Wood Tarver Financial Group first reported a position in Unilever in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Unilever position peaked at $22.2K in Q1 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.