Hartford Funds Management’s Unilever UL Stock Holding History

Hartford Funds 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	$793K	Buy	13,923 +728	+6%	+$48.8K	0.07%	85
2025 Q4	$863K	Buy	13,195 +199	+2%	+$13.4K	0.07%	72
2025 Q3	$867K	Sell	12,996 -410	-3%	-$28.3K	0.07%	54
2025 Q2	$923K	Buy	13,406 +520	+4%	+$36.5K	0.08%	54
2025 Q1	$863K	Buy	12,886 +302	+2%	+$19.5K	0.08%	61
2024 Q4	$803K	Buy	12,584 +833	+7%	+$56.3K	0.07%	54
2024 Q3	$859K	Buy	11,751 +351	+3%	+$24.3K	0.08%	47
2024 Q2	$705K	Buy	11,400 +1,055	+10%	+$62.3K	0.07%	56
2024 Q1	$584K	Buy	10,345 +2,012	+24%	+$111K	0.06%	59
2023 Q4	$454K	Buy	8,333 +2,028	+32%	+$109K	0.04%	62
2023 Q3	$350K	Buy	6,305 +2,603	+70%	+$150K	0.04%	57
2023 Q2	$217K	Buy	+3,702	New	+$220K	0.02%	86

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