Daymark Wealth Partners’s Unilever UL Stock Holding History

Daymark Wealth Partners’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	$400K	Sell	7,027 -526	-7%	-$35.3K	0.01%	490
2025 Q4	$494K	Buy	7,553 +18	+0.2%	+$1.21K	0.02%	397
2025 Q3	$503K	Buy	7,535 +846	+13%	+$58.4K	0.02%	378
2025 Q2	$460K	Buy	6,689 +546	+9%	+$38.3K	0.02%	369
2025 Q1	$412K	Sell	6,143 -932	-13%	-$60.1K	0.02%	361
2024 Q4	$451K	Sell	7,075 -1,870	-21%	-$126K	0.02%	343
2024 Q3	$654K	Buy	8,945 +478	+6%	+$33K	0.03%	299
2024 Q2	$524K	Buy	8,467 +1,059	+14%	+$62.6K	0.02%	312
2024 Q1	$418K	Sell	7,408 -1,238	-14%	-$68.6K	0.02%	285
2023 Q4	$472K	Sell	8,646 -671	-7%	-$36.2K	0.03%	263
2023 Q3	$518K	Sell	9,317 -3	-0%	-$173	0.04%	236
2023 Q2	$547K	Buy	9,320 +2,516	+37%	+$149K	0.04%	224
2023 Q1	$397K	Buy	6,804 +3,007	+79%	+$171K	0.05%	202
2022 Q4	$215K	Buy	+3,797	New	+$203K	0.04%	212

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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