Powers Advisory Group’s Unilever UL Stock Holding History

Powers Advisory 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	$433K	Sell	7,607 -242	-3%	-$16.2K	0.15%	80
2025 Q4	$513K	Sell	7,849 -99	-1%	-$6.65K	0.19%	73
2025 Q3	$530K	Sell	7,948 -3	-0%	-$207	0.21%	69
2025 Q2	$547K	Buy	7,951 +27	+0.3%	+$1.9K	0.24%	64
2025 Q1	$531K	Sell	7,924 -426	-5%	-$27.5K	0.25%	64
2024 Q4	$533K	Buy	8,350 +28	+0.3%	+$1.89K	0.27%	58
2024 Q3	$608K	Sell	8,322 -23	-0.3%	-$1.59K	0.3%	53
2024 Q2	$516K	Sell	8,345 -262	-3%	-$15.5K	0.28%	57
2024 Q1	$486K	Sell	8,607 -549	-6%	-$30.4K	0.28%	59
2023 Q4	$499K	Sell	9,156 -468	-5%	-$25.2K	0.31%	56
2023 Q3	$535K	Sell	9,624 -126	-1%	-$7.28K	0.36%	51
2023 Q2	$572K	Buy	9,750 +36	+0.4%	+$2.14K	0.38%	50
2023 Q1	$567K	Sell	9,714 -59	-0.6%	-$3.35K	0.4%	49
2022 Q4	$554K	Sell	9,773 -294	-3%	-$15.7K	0.41%	51
2022 Q3	$496K	Buy	10,067 +39	+0.4%	+$2.04K	0.4%	54
2022 Q2	$517K	Sell	10,028 -219	-2%	-$11.2K	0.4%	58
2022 Q1	$525K	Buy	10,247 +152	+2%	+$8.46K	0.37%	62
2021 Q4	$611K	Buy	+10,095	New	+$600K	0.43%	52

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