Parr McKnight Wealth Management Group’s Unilever UL Stock Holding History

Parr McKnight Wealth Management 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	$2.33M	Buy	40,983 +2,266	+6%	+$152K	0.31%	106
2025 Q4	$2.53M	Buy	38,717 +879	+2%	+$59.1K	0.33%	94
2025 Q3	$2.52M	Buy	37,838 +475	+1%	+$32.8K	0.33%	95
2025 Q2	$2.57M	Sell	37,363 -689	-2%	-$48.3K	0.35%	92
2025 Q1	$2.55M	Buy	38,052 +338	+0.9%	+$21.8K	0.37%	88
2024 Q4	$2.41M	Buy	+37,714	New	+$2.55M	0.34%	85

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Bank of America

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State Farm Mutual Automobile Insurance

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ClearBridge Investments

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Fidelity Investments

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

Envestnet Asset Management

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