GHP Investment Advisors’s Unilever UL Stock Holding History

GHP 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	$69.6K	Sell	1,222 -179	-13%	-$12K	﹤0.01%	502
2025 Q4	$91.6K	Buy	1,401 +88	+7%	+$5.91K	﹤0.01%	456
2025 Q3	$87.6K	Hold	1,313	–	–	﹤0.01%	452
2025 Q2	$90.3K	Hold	1,313	–	–	﹤0.01%	444
2025 Q1	$88K	Hold	1,313	–	–	﹤0.01%	439
2024 Q4	$83.7K	Sell	1,313 -466	-26%	-$31.5K	﹤0.01%	448
2024 Q3	$130K	Buy	1,779 +137	+8%	+$9.47K	0.01%	419
2024 Q2	$102K	Hold	1,642	–	–	0.01%	428
2024 Q1	$92.7K	Sell	1,642 -166	-9%	-$9.2K	﹤0.01%	437
2023 Q4	$98.6K	Sell	1,808 -94	-5%	-$5.07K	0.01%	430
2023 Q3	$102K	Sell	1,902 -172	-8%	-$9.94K	0.01%	429
2023 Q2	$121K	Sell	2,074 -1,017	-33%	-$60.4K	0.01%	418
2023 Q1	$181K	Sell	3,091 -89	-3%	-$5.06K	0.01%	382
2022 Q4	$180K	Buy	3,180 +137	+5%	+$7.33K	0.01%	377
2022 Q3	$150K	Sell	3,043 -94	-3%	-$4.91K	0.01%	381
2022 Q2	$162K	Hold	3,137	–	–	0.01%	369
2022 Q1	$161K	Buy	+3,137	New	+$175K	0.01%	382
2021 Q4	–	Sell	-3,475	Closed	-$212K	–	325
2021 Q3	$212K	Sell	3,475 -1,577	-31%	-$100K	0.02%	296
2021 Q2	$333K	Hold	5,052	–	–	0.03%	256
2021 Q1	$317K	Hold	5,052	–	–	0.03%	254
2020 Q4	$343K	Buy	+5,052	New	+$343K	0.03%	243

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