Cornerstone Wealth Management’s Unilever UL Stock Holding History

Cornerstone Wealth 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	$364K	Buy	6,385 +2,349	+58%	+$157K	0.02%	526
2025 Q4	$264K	Buy	4,036 +583	+17%	+$39.2K	0.01%	580
2025 Q3	$230K	Sell	3,453 -294	-8%	-$20.3K	0.01%	607
2025 Q2	$258K	Buy	3,747 +274	+8%	+$19.2K	0.02%	553
2025 Q1	$233K	Buy	+3,473	New	+$224K	0.02%	539
2024 Q3	–	Sell	-3,332	Closed	-$206K	–	590
2024 Q2	$206K	Buy	+3,332	New	+$197K	0.02%	518
2023 Q4	–	Sell	-7,797	Closed	-$433K	–	570
2023 Q3	$433K	Buy	+7,797	New	+$451K	0.04%	334
2019 Q2	–	Sell	-888	Closed	-$216K	–	501
2019 Q1	$216K	Buy	+888	New	+$54.1K	0.03%	470
2018 Q4	–	Sell	-37,140	Closed	-$732K	–	1106
2018 Q3	$732K	Sell	37,140 -1,201	-3%	-$75.8K	0.01%	798
2018 Q2	$791K	Buy	+38,341	New	+$2.38M	0.01%	857

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Fisher Asset Management

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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