Mather Group’s Unilever UL Stock Holding History

Mather 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	$368K	Sell	6,460 -197	-3%	-$13.2K	﹤0.01%	566
2025 Q4	$435K	Buy	6,657 +293	+5%	+$19.7K	﹤0.01%	440
2025 Q3	$424K	Buy	6,364 +223	+4%	+$15.4K	﹤0.01%	435
2025 Q2	$423K	Sell	6,141 -182	-3%	-$12.8K	﹤0.01%	419
2025 Q1	$424K	Buy	6,323 +292	+5%	+$18.8K	﹤0.01%	415
2024 Q4	$385K	Buy	6,031 +134	+2%	+$9.05K	0.01%	409
2024 Q3	$431K	Sell	5,897 -3,596	-38%	-$249K	0.01%	398
2024 Q2	$536K	Buy	9,493 +1,001	+12%	+$59.2K	0.01%	401
2024 Q1	$463K	Buy	8,492 +160	+2%	+$8.86K	0.01%	355
2023 Q4	$454K	Sell	8,332 -4	-0%	-$216	0.01%	372
2023 Q3	$463K	Buy	8,336 +40	+0.5%	+$2.31K	0.01%	340
2023 Q2	$487K	Sell	8,296 -419	-5%	-$24.9K	0.01%	354
2023 Q1	$509K	Buy	8,715 +3,783	+77%	+$215K	0.01%	321
2022 Q4	$279K	Hold	4,932	–	–	0.01%	402
2022 Q3	$243K	Buy	+4,932	New	+$258K	0.01%	411
2022 Q1	–	Sell	-4,164	Closed	-$252K	–	473
2021 Q4	$252K	Buy	+4,164	New	+$247K	﹤0.01%	325

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