Avantax Planning Partners’s Unilever UL Stock Holding History

Avantax Planning 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	$203K	Sell	3,562 -506	-12%	-$33.9K	0.01%	421
2025 Q4	$266K	Buy	4,068 +192	+5%	+$12.9K	0.01%	371
2025 Q3	$258K	Sell	3,876 -702	-15%	-$48.4K	0.01%	379
2025 Q2	$315K	Sell	4,578 -37	-0.8%	-$2.6K	0.01%	346
2025 Q1	$309K	Sell	4,615 -27	-0.6%	-$1.74K	0.01%	333
2024 Q4	$296K	Sell	4,642 -394	-8%	-$26.6K	0.01%	336
2024 Q3	$368K	Sell	5,036 -131	-3%	-$9.06K	0.01%	301
2024 Q2	$320K	Sell	5,167 -751	-13%	-$44.4K	0.01%	350
2024 Q1	$334K	Buy	+5,918	New	+$328K	0.01%	345
2018 Q4	–	Sell	-236	Closed	-$15K	–	1139
2018 Q3	$15K	Buy	+236	New	+$14.9K	﹤0.01%	778
2018 Q2	–	Sell	-236	Closed	-$15K	–	1409
2018 Q1	$15K	Buy	+236	New	+$14.4K	﹤0.01%	903

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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