Quotient Wealth Partners’s Unilever UL Stock Holding History

Quotient Wealth 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	$410K	Sell	7,203 -31	-0.4%	-$2.08K	0.01%	231
2025 Q4	$473K	Sell	7,234 -514	-7%	-$34.5K	0.01%	204
2025 Q3	$517K	Sell	7,748 -1,046	-12%	-$72.2K	0.01%	189
2025 Q2	$605K	Sell	8,794 -1,210	-12%	-$84.9K	0.02%	159
2025 Q1	$670K	Buy	10,004 +1,042	+12%	+$67.2K	0.02%	147
2024 Q4	$572K	Buy	8,962 +1,668	+23%	+$113K	0.02%	153
2024 Q3	$533K	Sell	7,294 -2,526	-26%	-$175K	0.02%	169
2024 Q2	$608K	Sell	9,820 -23,613	-71%	-$1.4M	0.02%	155
2024 Q1	$1.89M	Sell	33,433 -24,503	-42%	-$1.36M	0.07%	78
2023 Q4	$3.16M	Buy	+57,936	New	+$3.13M	0.12%	73

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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