M. Kulyk & Associates’s Unilever UL Stock Holding History

M. Kulyk & Associates’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	$11.1M	Buy	193,973 +12,500	+7%	+$838K	2.06%	15
2025 Q4	$11.9M	Buy	181,473 +24,877	+16%	+$1.67M	2.27%	12
2025 Q3	$10.4M	Buy	156,596 +12,565	+9%	+$867K	2.12%	15
2025 Q2	$9.91M	Buy	144,031 +8,742	+6%	+$613K	2.15%	15
2025 Q1	$9.06M	Buy	135,289 +131,153	+3,171%	+$8.46M	2.07%	16
2024 Q4	$264K	Buy	4,136 +134	+3%	+$9.05K	0.06%	87
2024 Q3	$292K	Sell	4,002 -64	-2%	-$4.42K	0.06%	92
2024 Q2	$252K	Sell	4,066 -1,914	-32%	-$113K	0.06%	94
2024 Q1	$338K	Sell	5,980 -46,029	-89%	-$2.55M	0.08%	80
2023 Q4	$2.84M	Buy	52,009 +2,900	+6%	+$156K	0.66%	49
2023 Q3	$2.73M	Buy	49,109 +1,278	+3%	+$73.9K	0.76%	45
2023 Q2	$2.81M	Sell	47,831 -2,653	-5%	-$158K	0.78%	45
2023 Q1	$2.95M	Buy	50,484 +965	+2%	+$54.8K	0.89%	39
2022 Q4	$2.8M	Buy	49,519 +120	+0.2%	+$6.42K	0.94%	40
2022 Q3	$2.44M	Buy	49,399 +4,242	+9%	+$222K	0.85%	42
2022 Q2	$2.33M	Buy	45,157 +11,151	+33%	+$568K	0.72%	42
2022 Q1	$1.74M	Buy	34,006 +30,605	+900%	+$1.7M	0.48%	44
2021 Q4	$206K	Sell	3,401 -6	-0.2%	-$356	0.05%	99
2021 Q3	$208K	Buy	+3,407	New	+$217K	0.07%	71
2021 Q1	–	Sell	-3,128	Closed	-$212K	–	73
2020 Q4	$212K	Buy	+3,128	New	+$212K	0.12%	51

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