EH
UL icon

Equitable Holdings’s Unilever UL Stock Holding History

Equitable Holdings’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 		$627K Buy
10,174
+4,141
+69% +$278K ﹤0.01% 1160
2025
Q4 		$395K Sell
6,033
-151
-2% -$10.1K ﹤0.01% 1201
2025
Q3 		$412K Sell
6,184
-660
-10% -$45.5K ﹤0.01% 1142
2025
Q2 		$471K Buy
6,844
+3,849
+129% +$270K ﹤0.01% 1026
2025
Q1 		$201K Buy
+2,995
New +$193K ﹤0.01% 1263
2024
Q4 		– Sell
-3,612
Closed -$264K – 1337
2024
Q3 		$264K Buy
3,612
+373
+12% +$25.8K ﹤0.01% 1084
2024
Q2 		$200K Sell
3,239
-2,580
-44% -$152K ﹤0.01% 1138
2024
Q1 		$329K Sell
5,819
-105
-2% -$5.82K ﹤0.01% 933
2023
Q4 		$323K Sell
5,924
-471
-7% -$25.4K ﹤0.01% 920
2023
Q3 		$355K Buy
6,395
+954
+18% +$55.1K 0.01% 825
2023
Q2 		$319K Buy
+5,441
New +$323K ﹤0.01% 829

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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return