Prestige Wealth Management Group’s Unilever UL Stock Holding History

Prestige 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	$52.8K	Hold	918	–	–	0.01%	251
2025 Q4	$60K	Buy	918 +74	+9%	+$4.97K	0.01%	235
2025 Q3	$56.3K	Hold	844	–	–	0.01%	249
2025 Q2	$58.1K	Hold	844	–	–	0.01%	242
2025 Q1	$56.6K	Hold	844	–	–	0.01%	240
2024 Q4	$53.9K	Hold	844	–	–	0.01%	250
2024 Q3	$61.7K	Hold	844	–	–	0.01%	234
2024 Q2	$52.2K	Hold	844	–	–	0.01%	222
2024 Q1	$47.7K	Hold	844	–	–	0.01%	261
2023 Q4	$46.1K	Hold	844	–	–	0.01%	248
2023 Q3	$46.9K	Hold	844	–	–	0.01%	245
2023 Q2	$49.5K	Hold	844	–	–	0.01%	261
2023 Q1	$49.3K	Hold	844	–	–	0.01%	247
2022 Q4	$47.8K	Hold	844	–	–	0.01%	258
2022 Q3	$42K	Hold	844	–	–	0.01%	241
2022 Q2	$44K	Hold	844	–	–	0.01%	249
2022 Q1	$43K	Sell	844 -65	-7%	-$3.62K	0.01%	258
2021 Q4	$55K	Hold	909	–	–	0.01%	256
2021 Q3	$56K	Hold	909	–	–	0.01%	248
2021 Q2	$60K	Hold	909	–	–	0.02%	231
2021 Q1	$57K	Hold	909	–	–	0.02%	238
2020 Q4	$61K	Buy	+909	New	+$61.7K	0.02%	226

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