Legacy Capital Wealth Partners’s Unilever UL Stock Holding History

Legacy Capital Wealth Partners’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	$939K	Buy	16,486 +155	+0.9%	+$10.4K	0.19%	111
2025 Q4	$1.07M	Buy	16,331 +133	+0.8%	+$8.94K	0.23%	89
2025 Q3	$1.08M	Buy	16,198 +946	+6%	+$65.3K	0.24%	89
2025 Q2	$1.05M	Buy	15,252 +120	+0.8%	+$8.42K	0.24%	83
2025 Q1	$1.01M	Buy	15,132 +1,144	+8%	+$73.8K	0.25%	77
2024 Q4	$892K	Buy	13,988 +2,882	+26%	+$195K	0.22%	89
2024 Q3	$812K	Buy	11,106 +45	+0.4%	+$3.11K	0.16%	126
2024 Q2	$684K	Buy	+11,061	New	+$654K	0.17%	118
2024 Q1	–	Sell	-6,623	Closed	-$361K	–	330
2023 Q4	$361K	Sell	6,623 -1,378	-17%	-$74.3K	0.1%	193
2023 Q3	$445K	Buy	+8,001	New	+$462K	0.12%	160
2023 Q2	–	Sell	-6,609	Closed	-$386K	–	229
2023 Q1	$386K	Buy	+6,609	New	+$375K	0.11%	169

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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