Beverly Hills Private Wealth’s Unilever UL Stock Holding History

Beverly Hills Private Wealth’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	$477K	Sell	8,379 -137	-2%	-$9.18K	0.08%	192
2025 Q4	$557K	Buy	8,516 +180	+2%	+$12.1K	0.1%	163
2025 Q3	$556K	Sell	8,336 -253	-3%	-$17.5K	0.1%	170
2025 Q2	$591K	Buy	8,589 +102	+1%	+$7.16K	0.11%	158
2025 Q1	$569K	Buy	8,487 +64	+0.8%	+$4.13K	0.11%	156
2024 Q4	$537K	Sell	8,423 -1,000	-11%	-$67.5K	0.11%	162
2024 Q3	$689K	Sell	9,423 -1,733	-16%	-$120K	0.14%	150
2024 Q2	$690K	Sell	11,156 -1,452	-12%	-$85.8K	0.15%	144
2024 Q1	$712K	Buy	12,608 +3,006	+31%	+$167K	0.16%	139
2023 Q4	$524K	Sell	9,602 -3,017	-24%	-$163K	0.14%	159
2023 Q3	$701K	Sell	12,619 -12,834	-50%	-$742K	0.21%	107
2023 Q2	$1.49M	Buy	25,453 +13,615	+115%	+$809K	0.24%	95
2023 Q1	$692K	Buy	11,838 +3,905	+49%	+$222K	0.21%	107
2022 Q4	$449K	Buy	+7,933	New	+$425K	0.2%	118

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