Capital Wealth Planning’s Unilever UL Stock Holding History

Capital Wealth Planning’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
2025 Q3	–	Sell	-60,172	Closed	-$4.14M	–	173
2025 Q2	$4.14M	Buy	+60,172	New	+$4.22M	0.03%	68
2023 Q4	–	Sell	-11,659	Closed	-$648K	–	165
2023 Q3	$648K	Buy	11,659 +3,609	+45%	+$209K	0.01%	89
2023 Q2	$472K	Sell	8,050 -251	-3%	-$14.9K	0.01%	100
2023 Q1	$485K	Buy	+8,301	New	+$472K	0.01%	89
2020 Q2	–	Sell	-4,465	Closed	-$254K	–	205
2020 Q1	$254K	Sell	4,465 -332	-7%	-$20.8K	0.02%	185
2019 Q4	$309K	Hold	4,797	–	–	0.02%	148
2019 Q3	$322K	Buy	4,797 +454	+10%	+$31.5K	0.02%	179
2019 Q2	$303K	Buy	+4,343	New	+$295K	0.02%	180

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return