Ignite Planners’s Unilever UL Stock Holding History

Ignite Planners’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	$449K	Sell	7,907 -223	-3%	-$14.9K	0.07%	262
2025 Q4	$556K	Sell	8,130 -705	-8%	-$47.4K	0.09%	231
2025 Q3	$589K	Sell	8,835 -419	-5%	-$28.9K	0.1%	202
2025 Q2	$622K	Buy	9,254 +462	+5%	+$32.4K	0.11%	186
2025 Q1	$623K	Buy	8,792 +12	+0.1%	+$774	0.12%	169
2024 Q4	$558K	Buy	8,780 +354	+4%	+$23.9K	0.12%	155
2024 Q3	$616K	Sell	8,426 -274	-3%	-$18.9K	0.14%	143
2024 Q2	$543K	Buy	8,700 +360	+4%	+$21.3K	0.13%	150
2024 Q1	$468K	Sell	8,340 -1,283	-13%	-$71.1K	0.13%	163
2023 Q4	$525K	Sell	9,623 -730	-7%	-$39.4K	0.16%	147
2023 Q3	$570K	Buy	+10,353	New	+$598K	0.17%	147

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