Alliance Wealth Advisors (Utah)’s Unilever UL Stock Holding History

Alliance Wealth Advisors (Utah)’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	$581K	Sell	10,204 -4,549	-31%	-$305K	0.13%	114
2025 Q4	$965K	Sell	14,753 -5,975	-29%	-$402K	0.21%	102
2025 Q3	$1.38M	Sell	20,728 -1,760	-8%	-$121K	0.32%	79
2025 Q2	$1.55M	Buy	22,488 +114	+0.5%	+$8K	0.37%	75
2025 Q1	$1.5M	Sell	22,374 -1,302	-5%	-$84K	0.39%	78
2024 Q4	$1.51M	Buy	23,676 +193	+0.8%	+$13K	0.39%	79
2024 Q3	$1.72M	Sell	23,483 -819	-3%	-$56.6K	0.45%	69
2024 Q2	$1.5M	Buy	24,302 +238	+1%	+$14.1K	0.44%	66
2024 Q1	$1.36M	Buy	24,064 +6,627	+38%	+$367K	0.41%	70
2023 Q4	$951K	Sell	17,437 -1,002	-5%	-$54.1K	0.32%	79
2023 Q3	$1.02M	Buy	18,439 +462	+3%	+$26.7K	0.38%	67
2023 Q2	$1.05M	Buy	17,977 +1,243	+7%	+$73.8K	0.39%	66
2023 Q1	$978K	Buy	16,734 +552	+3%	+$31.4K	0.39%	66
2022 Q4	$917K	Buy	+16,182	New	+$866K	0.41%	67

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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