MONECO Advisors’s Unilever UL Stock Holding History

MONECO 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
2026 Q1	$234K	Buy	4,103 +222	+6%	+$14.9K	0.02%	465
2025 Q4	$254K	Buy	3,881 +241	+7%	+$16.2K	0.02%	435
2025 Q3	$243K	Buy	3,640 +120	+3%	+$8.28K	0.02%	441
2025 Q2	$242K	Buy	+3,520	New	+$247K	0.02%	422
2025 Q1	–	Sell	-3,467	Closed	-$221K	–	494
2024 Q4	$221K	Buy	+3,467	New	+$234K	0.02%	434
2024 Q1	–	Sell	-4,084	Closed	-$223K	–	422
2023 Q4	$223K	Buy	+4,084	New	+$220K	0.04%	348

Other funds holding UL

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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