Foundations Investment Advisors’s Unilever UL Stock Holding History

Foundations Investment 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	$246K	Buy	4,326 +538	+14%	+$36.1K	﹤0.01%	997
2025 Q4	$248K	Sell	3,788 -1,305	-26%	-$87.7K	﹤0.01%	969
2025 Q3	$340K	Sell	5,093 -592	-10%	-$40.9K	﹤0.01%	798
2025 Q2	$391K	Buy	5,685 +213	+4%	+$14.9K	0.01%	652
2025 Q1	$367K	Sell	5,472 -812	-13%	-$52.4K	0.01%	653
2024 Q4	$401K	Buy	6,284 +941	+18%	+$63.5K	0.01%	591
2024 Q3	$390K	Buy	5,343 +232	+5%	+$16K	0.01%	575
2024 Q2	$316K	Sell	5,111 -40	-0.8%	-$2.36K	0.01%	597
2024 Q1	$291K	Buy	5,151 +704	+16%	+$39K	0.01%	584
2023 Q4	$248K	Sell	4,447 -58,830	-93%	-$3.17M	0.01%	597
2023 Q3	$3.52M	Sell	63,277 -3,203	-5%	-$185K	0.11%	149
2023 Q2	$3.9M	Sell	66,480 -1,864	-3%	-$111K	0.13%	115
2023 Q1	$3.99M	Buy	68,344 +50,702	+287%	+$2.88M	0.14%	98
2022 Q4	$999K	Buy	17,642 +6,121	+53%	+$328K	0.04%	200
2022 Q3	$568K	Buy	+11,521	New	+$602K	0.02%	218
2019 Q4	–	Sell	-3,854	Closed	-$258K	–	140
2019 Q3	$258K	Buy	3,854 +106	+3%	+$7.34K	0.03%	110
2019 Q2	$269K	Buy	3,748 +236	+7%	+$16K	0.04%	102
2019 Q1	$228K	Buy	3,512 +25	+0.7%	+$1.52K	0.04%	88
2018 Q4	$215K	Sell	3,487 -96	-3%	-$5.79K	0.05%	93
2018 Q3	$222K	Buy	3,583 +69	+2%	+$4.35K	0.05%	92
2018 Q2	$219K	Buy	+3,514	New	+$218K	0.06%	83

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