Richard W. Paul & Associates’s Unilever UL Stock Holding History

Richard W. Paul & Associates’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	$16.7K	Buy	294 +120	+69%	+$8.04K	0.01%	206
2025 Q4	$11.4K	Buy	+174	New	+$11.7K	﹤0.01%	215
2024 Q2	–	Sell	-82	Closed	-$4.62K	–	528
2024 Q1	$4.62K	Sell	82 -55	-40%	-$3.05K	﹤0.01%	361
2023 Q4	$7.47K	Sell	137 -150	-52%	-$8.09K	﹤0.01%	329
2023 Q3	$16K	Sell	287 -35	-11%	-$2.02K	0.01%	263
2023 Q2	$18.9K	Buy	322 +48	+18%	+$2.85K	0.01%	272
2023 Q1	$16K	Buy	274 +11	+4%	+$625	0.01%	290
2022 Q4	$14.9K	Buy	+263	New	+$14.1K	0.01%	286

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