1900 Wealth Management’s Unilever UL Stock Holding History

1900 Wealth Management’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
2026 Q1	$457K	Sell	8,019 -42	-0.5%	-$2.81K	0.03%	175
2025 Q4	$527K	Buy	8,061 +1,961	+32%	+$132K	0.03%	156
2025 Q3	$407K	Buy	6,100 +59	+1%	+$4.07K	0.03%	174
2025 Q2	$416K	Buy	6,041 +108	+2%	+$7.58K	0.03%	162
2025 Q1	$397K	Buy	5,933 +46	+0.8%	+$2.97K	0.03%	164
2024 Q4	$376K	Buy	5,887 +47	+0.8%	+$3.17K	0.03%	166
2024 Q3	$427K	Buy	5,840 +43	+0.7%	+$2.97K	0.04%	161
2024 Q2	$359K	Buy	5,797 +47	+0.8%	+$2.78K	0.03%	178
2024 Q1	$325K	Buy	+5,750	New	+$319K	0.03%	193
2023 Q4	–	Sell	-4,071	Closed	-$226K	–	311
2023 Q3	$226K	Buy	+4,071	New	+$235K	0.02%	274

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Bank of America

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ClearBridge Investments

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Fidelity Investments

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Envestnet Asset Management

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return