&Partners’s Unilever UL Stock Holding History

&Partners’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	$10.6M	Buy	185,894 +23,308	+14%	+$1.56M	0.05%	305
2025 Q4	$10.6M	Buy	162,586 +26,406	+19%	+$1.77M	0.06%	294
2025 Q3	$9.07M	Buy	136,180 +15,385	+13%	+$1.06M	0.06%	283
2025 Q2	$8.32M	Buy	120,795 +21,097	+21%	+$1.48M	0.06%	266
2025 Q1	$6.67M	Buy	99,698 +2,408	+2%	+$155K	0.07%	245
2024 Q4	$6.18M	Buy	97,290 +58,290	+149%	+$3.94M	0.07%	245
2024 Q3	$2.85M	Buy	39,000 +18,059	+86%	+$1.25M	0.06%	297
2024 Q2	$1.3M	Buy	20,941 +14,617	+231%	+$864K	0.06%	284
2024 Q1	$362K	Buy	+6,324	New	+$350K	0.05%	332

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