PFG Investments’s Unilever UL Stock Holding History

PFG Investments’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	$633K	Sell	11,114 -261	-2%	-$17.5K	0.03%	513
2025 Q4	$744K	Sell	11,375 -133	-1%	-$8.94K	0.04%	428
2025 Q3	$767K	Buy	11,508 +132	+1%	+$9.11K	0.04%	412
2025 Q2	$783K	Buy	11,376 +1,344	+13%	+$94.3K	0.05%	371
2025 Q1	$672K	Buy	10,032 +669	+7%	+$43.2K	0.04%	393
2024 Q4	$597K	Sell	9,363 -61	-0.6%	-$4.12K	0.04%	428
2024 Q3	$689K	Sell	9,424 -278	-3%	-$19.2K	0.04%	386
2024 Q2	$600K	Buy	9,702 +305	+3%	+$18K	0.04%	389
2024 Q1	$531K	Buy	9,397 +2,528	+37%	+$140K	0.03%	503
2023 Q4	$375K	Buy	6,869 +154	+2%	+$8.31K	0.07%	306
2023 Q3	$373K	Sell	6,715 -965	-13%	-$55.8K	0.07%	306
2023 Q2	$450K	Buy	7,680 +1,083	+16%	+$64.3K	0.08%	267
2023 Q1	$385K	Buy	+6,597	New	+$375K	0.08%	289

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