Americana Partners’s Unilever UL Stock Holding History

Americana Partners’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	$1.4M	Sell	24,606 -1,152	-4%	-$77.2K	0.04%	244
2025 Q4	$1.68M	Sell	25,758 -4,401	-15%	-$296K	0.05%	229
2025 Q3	$2.01M	Sell	30,159 -399	-1%	-$27.5K	0.06%	192
2025 Q2	$2.1M	Buy	30,558 +928	+3%	+$65.1K	0.07%	192
2025 Q1	$1.99M	Buy	29,630 +228	+0.8%	+$14.7K	0.08%	176
2024 Q4	$1.88M	Sell	29,402 -1,890	-6%	-$128K	0.08%	185
2024 Q3	$2.29M	Buy	31,292 +840	+3%	+$58.1K	0.16%	132
2024 Q2	$1.88M	Buy	30,452 +811	+3%	+$47.9K	0.15%	137
2024 Q1	$1.67M	Buy	29,641 +1,336	+5%	+$74K	0.14%	148
2023 Q4	$1.54M	Buy	28,305 +11,413	+68%	+$616K	0.15%	134
2023 Q3	$936K	Buy	16,892 +1,376	+9%	+$79.5K	0.1%	159
2023 Q2	$910K	Sell	15,516 -888	-5%	-$52.7K	0.12%	155
2023 Q1	$958K	Sell	16,404 -339	-2%	-$19.3K	0.15%	132
2022 Q4	$944K	Sell	16,743 -5,645	-25%	-$302K	0.16%	126
2022 Q3	$1.1M	Buy	22,388 +16,682	+292%	+$872K	0.2%	110
2022 Q2	$274K	Buy	5,706 +709	+14%	+$36.1K	0.05%	198
2022 Q1	$250K	Sell	4,997 -2,127	-30%	-$118K	0.08%	197
2021 Q4	$431K	Buy	+7,124	New	+$423K	0.08%	178

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