Aaron Wealth Advisors’s Unilever UL Stock Holding History

Aaron Wealth Advisors’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	$1.39M	Buy	24,385 +4,448	+22%	+$298K	0.08%	158
2025 Q4	$1.3M	Buy	19,937 +2,127	+12%	+$143K	0.07%	196
2025 Q3	$1.19M	Sell	17,810 -464	-3%	-$32K	0.07%	196
2025 Q2	$1.26M	Buy	18,274 +869	+5%	+$61K	0.13%	111
2025 Q1	$1.17M	Buy	17,405 +538	+3%	+$34.7K	0.13%	107
2024 Q4	$1.08M	Buy	16,867 +2,090	+14%	+$141K	0.12%	110
2024 Q3	$1.08M	Buy	14,777 +2,798	+23%	+$193K	0.13%	111
2024 Q2	$741K	Buy	11,979 +321	+3%	+$19K	0.1%	129
2024 Q1	$658K	Buy	11,658 +5,910	+103%	+$327K	0.09%	132
2023 Q4	$314K	Buy	5,748 +899	+19%	+$48.5K	0.05%	188
2023 Q3	$269K	Buy	4,849 +165	+4%	+$9.54K	0.03%	210
2023 Q2	$275K	Buy	4,684 +704	+18%	+$41.8K	0.04%	213
2023 Q1	$233K	Buy	+3,980	New	+$226K	0.03%	227
2022 Q2	–	Sell	-26,653	Closed	-$658K	–	807
2022 Q1	$658K	Buy	+26,653	New	+$1.48M	0.01%	450

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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