Long Run Wealth Advisors’s Unilever UL Stock Holding History

Long Run 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
2025 Q4	$1.57M	Buy	24,048 +428	+2%	+$28.8K	0.3%	59
2025 Q3	$1.58M	Buy	23,620 +2,386	+11%	+$165K	0.31%	57
2025 Q2	$1.46M	Sell	21,234 -592	-3%	-$41.5K	0.31%	58
2025 Q1	$1.46M	Buy	21,826 +2,359	+12%	+$152K	0.33%	54
2024 Q4	$1.24M	Buy	19,467 +1,710	+10%	+$115K	0.3%	58
2024 Q3	$1.3M	Sell	17,757 -1,591	-8%	-$110K	0.31%	59
2024 Q2	$1.2M	Buy	19,348 +268	+1%	+$15.8K	0.3%	59
2024 Q1	$1.08M	Buy	19,080 +588	+3%	+$32.6K	0.28%	61
2023 Q4	$1.01M	Sell	18,492 -511	-3%	-$27.6K	0.29%	59
2023 Q3	$1.06M	Sell	19,003 -259	-1%	-$15K	0.34%	55
2023 Q2	$1.13M	Sell	19,262 -5,511	-22%	-$327K	0.36%	58
2023 Q1	$1.45M	Buy	24,773 +305	+1%	+$17.3K	0.49%	50
2022 Q4	$1.39M	Buy	24,468 +683	+3%	+$36.6K	0.5%	52
2022 Q3	$1.17M	Buy	23,785 +3,251	+16%	+$170K	0.46%	49
2022 Q2	$1.06M	Buy	20,534 +211	+1%	+$10.7K	0.41%	53
2022 Q1	$1.04M	Buy	20,323 +3,254	+19%	+$181K	0.37%	56
2021 Q4	$1.04M	Buy	+17,069	New	+$1.01M	0.36%	58

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return