Boyd Watterson Asset Management’s Unilever UL Stock Holding History

Boyd Watterson Asset 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	$41.4K	Hold	726	–	–	0.01%	195
2025 Q4	$47.5K	Buy	726 +153	+27%	+$10.3K	0.01%	190
2025 Q3	$38.2K	Sell	573 -65	-10%	-$4.49K	0.01%	198
2025 Q2	$43.9K	Hold	638	–	–	0.01%	190
2025 Q1	$42.8K	Hold	638	–	–	0.01%	193
2024 Q4	$40.7K	Hold	638	–	–	0.01%	197
2024 Q3	$46.6K	Sell	638 -297	-32%	-$20.5K	0.01%	188
2024 Q2	$57.8K	Hold	935	–	–	0.02%	174
2024 Q1	$52.8K	Hold	935	–	–	0.02%	179
2023 Q4	$51K	Hold	935	–	–	0.02%	182
2023 Q3	$52K	Sell	935 -889	-49%	-$51.4K	0.02%	177
2023 Q2	$107K	Sell	1,824 -7,111	-80%	-$422K	0.04%	144
2023 Q1	$522K	Hold	8,935	–	–	0.21%	90
2022 Q4	$506K	Hold	8,935	–	–	0.21%	92
2022 Q3	$441K	Buy	8,935 +133	+2%	+$6.95K	0.2%	94
2022 Q2	$454K	Buy	+8,802	New	+$448K	0.19%	99
2013 Q4	–	Sell	-19,145	Closed	-$831K	–	177
2013 Q3	$831K	Buy	19,145 +347	+2%	+$15.7K	0.4%	65
2013 Q2	$855K	Buy	+18,798	New	+$893K	0.43%	61

Other funds holding UL

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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