Albion Financial Group’s Unilever UL Stock Holding History

Albion 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
2026 Q1	$107K	Buy	1,875 +1,688	+903%	+$113K	0.01%	208
2025 Q4	$12.2K	Sell	187 -1	-0.5%	-$67	﹤0.01%	390
2025 Q3	$12.5K	Hold	188	–	–	﹤0.01%	372
2025 Q2	$12.9K	Hold	188	–	–	﹤0.01%	343
2025 Q1	$12.6K	Sell	188 -172	-48%	-$11.1K	﹤0.01%	351
2024 Q4	$23K	Buy	360 +188	+109%	+$12.7K	﹤0.01%	323
2024 Q3	$12.6K	Hold	172	–	–	﹤0.01%	321
2024 Q2	$10.7K	Hold	172	–	–	﹤0.01%	328
2024 Q1	$9.74K	Hold	172	–	–	﹤0.01%	321
2023 Q4	$9.41K	Buy	+172	New	+$9.28K	﹤0.01%	311
2022 Q3	–	Sell	-34	Closed	-$2K	–	568
2022 Q2	$2K	Hold	34	–	–	﹤0.01%	431
2022 Q1	$2K	Sell	34 -34	-50%	-$1.89K	﹤0.01%	491
2021 Q4	$4K	Buy	68 +32	+89%	+$1.9K	﹤0.01%	471
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	469
2021 Q2	$2K	Buy	+36	New	+$2.39K	﹤0.01%	465
2020 Q4	$2K	Buy	+36	New	+$2.44K	﹤0.01%	434

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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