RWA Wealth Partners’s Unilever UL Stock Holding History

RWA 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	$755K	Buy	13,254 +23	+0.2%	+$1.54K	0.01%	384
2025 Q4	$865K	Buy	13,231 +983	+8%	+$66.1K	0.01%	360
2025 Q3	$817K	Buy	12,248 +18	+0.1%	+$1.24K	0.01%	369
2025 Q2	$842K	Buy	12,230 +8,654	+242%	+$607K	0.01%	355
2025 Q1	$240K	Buy	+3,576	New	+$231K	﹤0.01%	514
2024 Q4	–	Sell	-4,889	Closed	-$357K	–	594
2024 Q3	$357K	Buy	4,889 +1,201	+33%	+$83K	﹤0.01%	448
2024 Q2	$228K	Buy	3,688 +132	+4%	+$7.8K	﹤0.01%	505
2024 Q1	$201K	Buy	+3,556	New	+$197K	﹤0.01%	525
2018 Q3	–	Sell	-856	Closed	-$53K	–	668
2018 Q2	$53K	Buy	+856	New	+$53.2K	0.01%	397

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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