Cerro Pacific Wealth Advisors’s Unilever UL Stock Holding History

Cerro Pacific Wealth 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	$407K	Sell	7,145 -270	-4%	-$18.1K	0.11%	114
2025 Q4	$485K	Buy	7,415 +86	+1%	+$5.78K	0.13%	104
2025 Q3	$489K	Sell	7,329 -3,010	-29%	-$208K	0.13%	106
2025 Q2	$711K	Buy	10,339 +25	+0.2%	+$1.75K	0.2%	89
2025 Q1	$658K	Buy	10,314 +132	+1%	+$8.52K	0.21%	87
2024 Q4	$744K	Buy	10,182 +10	+0.1%	+$675	0.25%	80
2024 Q3	$629K	Hold	10,172	–	–	0.24%	86
2024 Q2	$629K	Buy	+10,172	New	+$601K	0.24%	87
2023 Q1	$477K	Buy	8,156 +2,826	+53%	+$161K	0.26%	93
2022 Q4	$302K	Buy	+5,330	New	+$285K	0.16%	130

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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