Baker Tilly Wealth Management’s Unilever UL Stock Holding History

Baker Tilly Wealth Management’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	$992K	Buy	17,412 +318	+2%	+$21.3K	0.24%	81
2025 Q4	$1.12M	Sell	17,094 -674	-4%	-$45.3K	0.28%	67
2025 Q3	$1.18M	Buy	17,768 +1,526	+9%	+$105K	0.27%	65
2025 Q2	$1.12M	Buy	16,242 +607	+4%	+$42.6K	0.4%	52
2025 Q1	$1.05M	Buy	15,635 +5,452	+54%	+$352K	0.41%	57
2024 Q4	$650K	Buy	10,183 +6,990	+219%	+$472K	0.25%	93
2024 Q3	$233K	Sell	3,193 -5,059	-61%	-$350K	0.1%	213
2024 Q2	$510K	Sell	8,252 -23,382	-74%	-$1.38M	0.21%	117
2024 Q1	$1.79M	Buy	31,634 +5,426	+21%	+$301K	0.32%	70
2023 Q4	$1.43M	Buy	26,208 +1,633	+7%	+$88.1K	0.23%	98
2023 Q3	$1.37M	Buy	24,575 +1,969	+9%	+$114K	0.23%	94
2023 Q2	$1.33M	Sell	22,606 -400	-2%	-$23.8K	0.14%	160
2023 Q1	$1.34M	Buy	23,006 +6,975	+44%	+$396K	0.15%	148
2022 Q4	$908K	Sell	16,031 -4,545	-22%	-$243K	0.11%	203
2022 Q3	$1.01M	Buy	20,576 +23	+0.1%	+$1.2K	0.14%	160
2022 Q2	$1.06M	Buy	20,553 +1,161	+6%	+$59.1K	0.14%	157
2022 Q1	$994K	Sell	19,392 -635	-3%	-$35.3K	0.11%	197
2021 Q4	$1.21M	Sell	20,027 -2,574	-11%	-$153K	0.13%	164
2021 Q3	$1.38M	Buy	22,601 +5,747	+34%	+$366K	0.18%	108
2021 Q2	$1.11M	Buy	16,854 +2,480	+17%	+$165K	0.18%	129
2021 Q1	$903K	Buy	14,374 +3,194	+29%	+$203K	0.18%	133
2020 Q4	$759K	Buy	+11,180	New	+$759K	0.23%	105

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