Icon Wealth Advisors’s Unilever UL Stock Holding History

Icon Wealth 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	$391K	Sell	6,867 -438	-6%	-$29.4K	0.03%	286
2025 Q4	$478K	Buy	7,305 +355	+5%	+$23.9K	0.03%	256
2025 Q3	$464K	Buy	6,950 +64	+0.9%	+$4.42K	0.03%	256
2025 Q2	$474K	Buy	6,886 +35	+0.5%	+$2.46K	0.03%	250
2025 Q1	$459K	Sell	6,851 -638	-9%	-$41.2K	0.04%	223
2024 Q4	$478K	Sell	7,489 -421	-5%	-$28.4K	0.04%	219
2024 Q3	$578K	Buy	7,910 +514	+7%	+$35.5K	0.05%	195
2024 Q2	$511K	Buy	7,396 +930	+14%	+$55K	0.05%	205
2024 Q1	$365K	Buy	6,466 +486	+8%	+$26.9K	0.03%	244
2023 Q4	$326K	Buy	+5,980	New	+$323K	0.03%	252
2022 Q4	$355K	Buy	6,260 +459	+8%	+$24.6K	0.04%	225
2022 Q3	$286K	Buy	+5,801	New	+$303K	0.03%	249

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