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Unilever shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Unilever (UL) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Unilever

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All positions including Unilever held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unilever by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4k 23 59.26
2025-06-30 $1.4k 23 61.17
2025-03-31 $1.4k 23 59.52
2024-12-31 $1.3k 23 56.70

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Top funds holding Unilever

Wellington Management Company
Fisher Investments
GQG Partners
Morgan Stanley
FMR
State Farm Mutual Automobile Insurance Company
ClearBridge Advisors
Dimensional Fund Advisors
Goldman Sachs Group
Wells Fargo & Company
Envestnet Asset Management
Lazard Asset Management
Royal Bank of Canada
Raymond James Financial
Fiduciary Management

View all funds holding Unilever