Robertson Stephens Wealth Management’s Unilever UL Stock Holding History

Robertson Stephens Wealth Management’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	$672K	Buy	11,677 +6,084	+109%	+$408K	0.02%	369
2025 Q4	$366K	Buy	5,593 +184	+3%	+$12.4K	0.01%	491
2025 Q3	$361K	Buy	5,409 +723	+15%	+$49.9K	0.01%	411
2025 Q2	$322K	Sell	4,686 -10,414	-69%	-$731K	0.01%	444
2025 Q1	$1.01M	Buy	15,100 +417	+3%	+$26.9K	0.04%	269
2024 Q4	$937K	Buy	14,683 +319	+2%	+$21.5K	0.03%	265
2024 Q3	$1.05M	Buy	14,364 +1,277	+10%	+$88.3K	0.04%	273
2024 Q2	$810K	Buy	13,087 +1,957	+18%	+$116K	0.04%	257
2024 Q1	$628K	Sell	11,130 -181	-2%	-$10K	0.03%	304
2023 Q4	$617K	Buy	11,311 +803	+8%	+$43.3K	0.04%	276
2023 Q3	$584K	Sell	10,508 -15	-0.1%	-$867	0.04%	283
2023 Q2	$617K	Sell	10,523 -533	-5%	-$31.7K	0.05%	253
2023 Q1	$646K	Buy	11,056 +576	+5%	+$32.7K	0.05%	261
2022 Q4	$594K	Sell	10,480 -12	-0.1%	-$642	0.06%	240
2022 Q3	$517K	Sell	10,492 -973	-8%	-$50.8K	0.06%	217
2022 Q2	$591K	Sell	11,465 -1,227	-10%	-$62.5K	0.06%	223
2022 Q1	$650K	Sell	12,692 -4,552	-26%	-$253K	0.06%	227
2021 Q4	$1.04M	Buy	17,244 +5,170	+43%	+$307K	0.09%	178
2021 Q3	$736K	Sell	12,074 -364	-3%	-$23.2K	0.09%	152
2021 Q2	$818K	Sell	12,438 -34	-0.3%	-$2.26K	0.1%	151
2021 Q1	$783K	Buy	+12,472	New	+$794K	0.13%	126

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