Cornerstone Wealth Group’s Unilever UL Stock Holding History

Cornerstone Wealth Group’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	$336K	Sell	5,899 -114	-2%	-$7.64K	0.02%	302
2025 Q4	$393K	Buy	6,013 +94	+2%	+$6.32K	0.03%	238
2025 Q3	$395K	Buy	5,919 +67	+1%	+$4.62K	0.03%	225
2025 Q2	$403K	Buy	5,852 +193	+3%	+$13.5K	0.03%	209
2025 Q1	$379K	Sell	5,659 -127	-2%	-$8.19K	0.03%	193
2024 Q4	$369K	Buy	5,786 +123	+2%	+$8.31K	0.03%	190
2024 Q3	$414K	Sell	5,663 -312	-5%	-$21.6K	0.03%	181
2024 Q2	$370K	Hold	5,975	–	–	0.03%	182
2024 Q1	$337K	Buy	+5,975	New	+$331K	0.03%	183
2020 Q1	–	Sell	-36,552	Closed	-$2.35M	–	159
2019 Q4	$2.35M	Sell	36,552 -156	-0.4%	-$10.4K	0.64%	55
2019 Q3	$2.48M	Buy	+36,708	New	+$2.54M	0.62%	50

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