Range Financial Group’s Unilever UL Stock Holding History

Range Financial 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	$438K	Sell	7,692 -65	-0.8%	-$4.36K	0.15%	141
2025 Q4	$507K	Sell	7,757 -489	-6%	-$32.9K	0.18%	131
2025 Q3	$550K	Sell	8,246 -683	-8%	-$47.1K	0.2%	121
2025 Q2	$614K	Buy	8,929 +47	+0.5%	+$3.3K	0.24%	109
2025 Q1	$595K	Sell	8,882 -198	-2%	-$12.8K	0.26%	105
2024 Q4	$579K	Buy	9,080 +6,208	+216%	+$419K	0.27%	105
2024 Q3	$210K	Sell	2,872 -6,268	-69%	-$433K	0.29%	78
2024 Q2	$565K	Sell	9,140 -112	-1%	-$6.62K	0.29%	100
2024 Q1	$522K	Buy	9,252 +1,219	+15%	+$67.5K	0.27%	106
2023 Q4	$438K	Sell	8,033 -1,300	-14%	-$70.1K	0.26%	114
2023 Q3	$519K	Sell	9,333 -411	-4%	-$23.8K	0.34%	93
2023 Q2	$571K	Sell	9,744 -1,400	-13%	-$83.1K	0.36%	98
2023 Q1	$651K	Sell	11,144 -463	-4%	-$26.3K	0.43%	89
2022 Q4	$657K	Buy	11,607 +174	+2%	+$9.31K	0.45%	92
2022 Q3	$564K	Buy	11,433 +668	+6%	+$34.9K	0.44%	96
2022 Q2	$555K	Buy	10,765 +664	+7%	+$33.8K	0.4%	101
2022 Q1	$518K	Buy	10,101 +1,618	+19%	+$90.1K	0.33%	106
2021 Q4	$513K	Sell	8,483 -987	-10%	-$58.6K	0.34%	104
2021 Q3	$578K	Buy	9,470 +816	+9%	+$52K	0.42%	86
2021 Q2	$570K	Buy	8,654 +252	+3%	+$16.8K	0.42%	86
2021 Q1	$528K	Buy	+8,402	New	+$535K	0.48%	83

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