UL — UNILEVER PLC

Ownership history in Windle Wealth, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Windle Wealth, LLC reported a position in UNILEVER PLC (UL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.52% (2024 Q3)
Avg. % of fund
4.11%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 121,262 -11,926 -9.0% 3.55% $7.9M $64.90
2025 Q3 ADDED 133,188 +4,862 +3.8% 3.53% $7.9M $65.68
2025 Q2 REDUCED 128,326 -1,641 -1.3% 3.84% $7.8M $67.20
2025 Q1 ADDED 129,967 +1,096 +0.9% 3.99% $7.7M $64.87
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UL price (monthly, adj. close)

Other funds also holding UL

As of 2025 Q4 — sorted by position size

Saratoga Research & Investment Management 3Y 7Y 6.35% St. James Investment Company, LLC 3Y 7Y 5.94% Hamlin Capital Management, LLC 3Y 7Y 3.65% Tevis Investment Management 3Y 3.5% Slocum, Gordon & Co LLP 3.1% NORTHSTAR ASSET MANAGEMENT INC 3Y 2.96% Martin Capital Partners, LLC 3Y 7Y 2.58% Eldred Rock Partners, LLC 2.48% EQUITY INVESTMENT CORP 3Y 7Y 2.43% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 2.37%
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