Gibbs Wealth Management’s Unilever UL Stock Holding History

Gibbs Wealth Management’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	$1.61M	Buy	28,262 +9,498	+51%	+$637K	0.21%	99
2025 Q4	$1.2M	Sell	18,764 -3,208	-15%	-$216K	0.29%	69
2025 Q3	$1.47M	Sell	21,972 -5,082	-19%	-$351K	0.33%	62
2025 Q2	$1.86M	Buy	27,054 +1,689	+7%	+$119K	0.36%	59
2025 Q1	$1.7M	Buy	25,365 +813	+3%	+$52.4K	0.41%	55
2024 Q4	$1.57M	Buy	24,552 +4,483	+22%	+$303K	0.42%	52
2024 Q3	$1.47M	Buy	20,069 +1,482	+8%	+$102K	0.48%	48
2024 Q2	$1.15M	Buy	18,587 +5,662	+44%	+$335K	0.47%	47
2024 Q1	$730K	Buy	+12,925	New	+$716K	0.42%	57

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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