Bell Investment Advisors’s Unilever UL Stock Holding History

Bell Investment Advisors’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	$10K	Sell	176 -122	-41%	-$8.18K	﹤0.01%	680
2025 Q4	$19.5K	Buy	298 +154	+107%	+$10.3K	﹤0.01%	457
2025 Q3	$9.6K	Buy	144 +30	+26%	+$2.07K	﹤0.01%	656
2025 Q2	$7.83K	Hold	114	–	–	﹤0.01%	778
2025 Q1	$7.62K	Hold	114	–	–	﹤0.01%	715
2024 Q4	$7.26K	Hold	114	–	–	﹤0.01%	744
2024 Q3	$8.31K	Hold	114	–	–	﹤0.01%	693
2024 Q2	$7.04K	Hold	114	–	–	﹤0.01%	761
2024 Q1	$6.42K	Buy	114 +65	+133%	+$3.6K	﹤0.01%	789
2023 Q4	$2.67K	Sell	49 -53	-52%	-$2.86K	﹤0.01%	1204
2023 Q3	$5.68K	Buy	102 +6	+6%	+$347	﹤0.01%	744
2023 Q2	$5.63K	Buy	96 +33	+52%	+$1.96K	﹤0.01%	754
2023 Q1	$3.69K	Sell	63 -121	-66%	-$6.87K	﹤0.01%	939
2022 Q4	$10.4K	Sell	184 -31	-14%	-$1.66K	﹤0.01%	473
2022 Q3	$11K	Buy	215 +21	+11%	+$1.1K	﹤0.01%	401
2022 Q2	$10K	Buy	+194	New	+$9.88K	﹤0.01%	440
2021 Q4	$23K	Buy	385 +65	+20%	+$3.86K	0.01%	288
2021 Q3	$20K	Buy	+320	New	+$20.4K	0.01%	291

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