Larson Financial Group’s Unilever UL Stock Holding History

Larson Financial Group’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	$653K	Buy	11,467 +339	+3%	+$22.7K	0.02%	398
2025 Q4	$728K	Sell	11,128 -496	-4%	-$33.3K	0.02%	377
2025 Q3	$775K	Sell	11,624 -1,296	-10%	-$89.4K	0.03%	362
2025 Q2	$889K	Sell	12,920 -705	-5%	-$49.5K	0.04%	314
2025 Q1	$913K	Sell	13,625 -3,495	-20%	-$225K	0.04%	279
2024 Q4	$1.09M	Buy	17,120 +494	+3%	+$33.4K	0.06%	229
2024 Q3	$1.21M	Buy	16,626 +14,826	+824%	+$1.02M	0.07%	209
2024 Q2	$111K	Buy	1,800 +1,737	+2,757%	+$103K	0.01%	623
2024 Q1	$3.56K	Hold	63	–	–	﹤0.01%	1261
2023 Q4	$3.44K	Sell	63 -51	-45%	-$2.75K	﹤0.01%	1266
2023 Q3	$6.32K	Buy	114 +69	+153%	+$3.99K	﹤0.01%	1115
2023 Q2	$2.66K	Hold	45	–	–	﹤0.01%	1219
2023 Q1	$2.65K	Buy	+45	New	+$2.56K	﹤0.01%	1201
2022 Q2	–	Sell	-89	Closed	-$5K	–	1303
2022 Q1	$5K	Hold	89	–	–	﹤0.01%	800
2021 Q4	$5K	Hold	89	–	–	﹤0.01%	826
2021 Q3	$5K	Hold	89	–	–	﹤0.01%	697
2021 Q2	$6K	Hold	89	–	–	﹤0.01%	624
2021 Q1	$6K	Hold	89	–	–	﹤0.01%	619
2020 Q4	$6K	Hold	89	–	–	﹤0.01%	556
2020 Q3	$6K	Hold	89	–	–	﹤0.01%	516
2020 Q2	$5K	Buy	+89	New	+$5.32K	﹤0.01%	491

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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