Principal Street Partners’s Unilever UL Stock Holding History

Principal Street 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	$363K	Hold	6,369	–	–	0.06%	155
2025 Q4	$417K	Sell	6,369 -666	-9%	-$44.8K	0.07%	142
2025 Q3	$469K	Sell	7,035 -13,466	-66%	-$929K	0.07%	139
2025 Q2	$1.41M	Buy	20,501 +13,617	+198%	+$955K	0.14%	95
2025 Q1	$461K	Hold	6,884	–	–	0.09%	131
2024 Q4	$439K	Sell	6,884 -6,808	-50%	-$460K	0.09%	131
2024 Q3	$848K	Buy	13,692 +6,808	+99%	+$471K	0.14%	87
2024 Q2	$426K	Hold	6,884	–	–	0.08%	144
2024 Q1	$414K	Buy	6,884 +75	+1%	+$4.16K	0.08%	148
2023 Q4	$371K	Sell	6,809 -6,809	-50%	-$367K	0.09%	143
2023 Q3	$757K	Buy	13,618 +6,809	+100%	+$394K	0.15%	108
2023 Q2	$399K	Hold	6,809	–	–	0.09%	142
2023 Q1	$398K	Sell	6,809 -771	-10%	-$43.8K	0.1%	143
2022 Q4	$429K	Buy	7,580 +836	+12%	+$44.7K	0.11%	134
2022 Q3	$333K	Buy	+6,744	New	+$352K	0.09%	152

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ClearBridge Investments

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Fidelity Investments

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Envestnet Asset Management

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return