Merit Financial Group’s Unilever UL Stock Holding History

Merit 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	$2.38M	Sell	41,798 -83	-0.2%	-$5.56K	0.02%	601
2025 Q4	$2.74M	Buy	41,881 +5,453	+15%	+$366K	0.02%	528
2025 Q3	$2.43M	Buy	36,428 +190	+0.5%	+$13.1K	0.02%	501
2025 Q2	$2.49M	Buy	36,238 +11,537	+47%	+$810K	0.03%	447
2025 Q1	$1.65M	Buy	24,701 +11,971	+94%	+$772K	0.02%	486
2024 Q4	$812K	Buy	12,730 +3,984	+46%	+$269K	0.01%	559
2024 Q3	$639K	Sell	8,746 -5,221	-37%	-$361K	0.01%	510
2024 Q2	$864K	Buy	13,967 +983	+8%	+$58.1K	0.02%	453
2024 Q1	$761K	Buy	12,984 +6,942	+115%	+$385K	0.02%	468
2023 Q4	$330K	Buy	6,042 +1,379	+30%	+$74.4K	0.01%	598
2023 Q3	$259K	Sell	4,663 -26	-0.6%	-$1.5K	0.01%	631
2023 Q2	$275K	Buy	+4,689	New	+$278K	0.01%	609

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