Atria Wealth Solutions’s Unilever UL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$3.93M	Sell	57,042 -10,189	-15%	-$715K	0.09%	258
2025 Q1	$4.51M	Buy	67,231 +953	+1%	+$61.5K	0.05%	367
2024 Q4	$4.23M	Buy	66,278 +4,619	+7%	+$312K	0.05%	401
2024 Q3	$4.51M	Buy	61,659 +404	+0.7%	+$27.9K	0.05%	377
2024 Q2	$3.79M	Sell	61,255 -1,850	-3%	-$109K	0.04%	408
2024 Q1	$3.56M	Buy	63,105 +747	+1%	+$41.4K	0.04%	439
2023 Q4	$3.4M	Sell	62,358 -520	-0.8%	-$28.1K	0.04%	421
2023 Q3	$3.49M	Buy	62,878 +2,923	+5%	+$169K	0.05%	389
2023 Q2	$3.52M	Sell	59,955 -4,026	-6%	-$239K	0.05%	383
2023 Q1	$3.74M	Buy	63,981 +517	+0.8%	+$29.4K	0.06%	342
2022 Q4	$3.59M	Buy	63,464 +5,993	+10%	+$321K	0.06%	336
2022 Q3	$2.83M	Buy	57,471 +15,411	+37%	+$805K	0.05%	364
2022 Q2	$2.17M	Buy	42,060 +2,104	+5%	+$107K	0.04%	415
2022 Q1	$2.05M	Buy	+39,956	New	+$2.22M	0.03%	475

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return