Fulcrum Capital’s Unilever UL Stock Holding History

Fulcrum Capital’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	$287K	Buy	5,044 +358	+8%	+$24K	0.06%	84
2025 Q4	$306K	Buy	4,686 +313	+7%	+$21K	0.06%	87
2025 Q3	$292K	Sell	4,373 -1,190	-21%	-$82.1K	0.06%	90
2025 Q2	$383K	Hold	5,563	–	–	0.08%	74
2025 Q1	$373K	Buy	5,563 +599	+12%	+$38.6K	0.08%	74
2024 Q4	$317K	Buy	4,964 +324	+7%	+$21.9K	0.07%	94
2024 Q3	$339K	Hold	4,640	–	–	0.07%	87
2024 Q2	$287K	Hold	4,640	–	–	0.07%	90
2024 Q1	$262K	Buy	4,640 +351	+8%	+$19.4K	0.06%	99
2023 Q4	$234K	Hold	4,289	–	–	0.06%	107
2023 Q3	$238K	Buy	4,289 +109	+3%	+$6.3K	0.07%	95
2023 Q2	$245K	Hold	4,180	–	–	0.06%	105
2023 Q1	$244K	Buy	+4,180	New	+$237K	0.07%	105

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 $530B AUM 22.01% 1-Year Est. Return