Pittenger & Anderson Inc’s Unilever UL Stock Holding History

Pittenger & Anderson Inc’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	$2.51K	Hold	44	–	–	﹤0.01%	463
2025 Q4	$2.88K	Hold	44	–	–	﹤0.01%	467
2025 Q3	$2.96K	Hold	44	–	–	﹤0.01%	417
2025 Q2	$3.06K	Sell	44 -18	-29%	-$1.26K	﹤0.01%	391
2025 Q1	$4.17K	Buy	62 +18	+41%	+$1.16K	﹤0.01%	386
2024 Q4	$2.83K	Hold	44	–	–	﹤0.01%	408
2024 Q3	$3.25K	Hold	44	–	–	﹤0.01%	421
2024 Q2	$2.75K	Hold	44	–	–	﹤0.01%	417
2024 Q1	$2.51K	Hold	44	–	–	﹤0.01%	401
2023 Q4	$2.42K	Hold	44	–	–	﹤0.01%	410
2023 Q3	$2.47K	Sell	44 -55,672	-100%	-$3.22M	﹤0.01%	393
2023 Q2	$3.27M	Hold	55,716	–	–	0.16%	118
2023 Q1	$3.25M	Hold	55,716	–	–	0.17%	119
2022 Q4	$3.16M	Hold	55,716	–	–	0.17%	119
2022 Q3	$2.75M	Hold	55,716	–	–	0.17%	120
2022 Q2	$2.87M	Sell	55,716 -8,373	-13%	-$426K	0.17%	119
2022 Q1	$3.29M	Buy	64,089 +11,111	+21%	+$618K	0.16%	119
2021 Q4	$3.21M	Buy	52,978 +8,800	+20%	+$523K	0.15%	127
2021 Q3	$2.69M	Hold	44,178	–	–	0.14%	127
2021 Q2	$2.91M	Hold	44,178	–	–	0.15%	125
2021 Q1	$2.77M	Hold	44,178	–	–	0.15%	125
2020 Q4	$3M	Buy	+44,178	New	+$3M	0.17%	121

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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 $530B AUM 22.01% 1-Year Est. Return