EverSource Wealth Advisors’s Unilever UL Stock Holding History

EverSource 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	$490K	Buy	8,605 +4,350	+102%	+$292K	0.02%	614
2025 Q4	$278K	Buy	4,255 +227	+6%	+$15.3K	0.01%	799
2025 Q3	$269K	Sell	4,028 -144	-3%	-$9.94K	0.01%	774
2025 Q2	$287K	Buy	4,172 +2,643	+173%	+$185K	0.01%	691
2025 Q1	$102K	Sell	1,529 -13	-0.8%	-$839	0.01%	901
2024 Q4	$98.4K	Sell	1,542 -1,194	-44%	-$80.6K	0.01%	902
2024 Q3	$200K	Sell	2,736 -911	-25%	-$63K	0.01%	557
2024 Q2	$252K	Buy	3,647 +80	+2%	+$4.73K	0.02%	486
2024 Q1	$208K	Sell	3,567 -1,025	-22%	-$56.8K	0.02%	475
2023 Q4	$250K	Sell	4,592 -8,612	-65%	-$465K	0.02%	385
2023 Q3	$734K	Sell	13,204 -192	-1%	-$11.1K	0.08%	184
2023 Q2	$786K	Buy	13,396 +8,207	+158%	+$487K	0.09%	182
2023 Q1	$303K	Sell	5,189 -350	-6%	-$19.9K	0.04%	299
2022 Q4	$314K	Buy	5,539 +793	+17%	+$42.4K	0.05%	272
2022 Q3	$234K	Sell	4,746 -389	-8%	-$20.3K	0.05%	278
2022 Q2	$264K	Buy	5,135 +1,942	+61%	+$98.9K	0.07%	227
2022 Q1	$164K	Buy	3,193 +362	+13%	+$20.1K	0.04%	271
2021 Q4	$172K	Buy	+2,831	New	+$168K	0.05%	244

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