Savant Capital’s Unilever UL Stock Holding History

Savant Capital’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	$1M	Sell	17,604 -4,713	-21%	-$316K	﹤0.01%	633
2025 Q4	$1.46M	Buy	22,317 +4,458	+25%	+$300K	0.01%	472
2025 Q3	$1.19M	Sell	17,859 -1,029	-5%	-$71K	0.01%	516
2025 Q2	$1.3M	Buy	18,888 +6,804	+56%	+$477K	0.01%	445
2025 Q1	$810K	Sell	12,084 -3,851	-24%	-$248K	0.01%	541
2024 Q4	$1.02M	Buy	15,935 +2,978	+23%	+$201K	0.01%	648
2024 Q3	$947K	Buy	12,957 +5,057	+64%	+$350K	0.01%	663
2024 Q2	$489K	Buy	7,900 +524	+7%	+$31K	﹤0.01%	801
2024 Q1	$416K	Buy	7,376 +890	+14%	+$49.3K	﹤0.01%	793
2023 Q4	$354K	Sell	6,486 -830	-11%	-$44.8K	﹤0.01%	654
2023 Q3	$407K	Sell	7,316 -166	-2%	-$9.59K	0.01%	572
2023 Q2	$439K	Buy	7,482 +2,326	+45%	+$138K	0.01%	539
2023 Q1	$301K	Sell	5,156 -12	-0.2%	-$682	0.01%	593
2022 Q4	$273K	Buy	5,168 +965	+23%	+$51.6K	0.01%	488
2022 Q3	$207K	Buy	4,203 +152	+4%	+$7.94K	0.01%	507
2022 Q2	$209K	Buy	+4,051	New	+$206K	0.01%	521
2022 Q1	–	Sell	-3,510	Closed	-$213K	–	586
2021 Q4	$213K	Buy	3,510 +231	+7%	+$13.7K	0.01%	534
2021 Q3	$200K	Buy	3,279 +60	+2%	+$3.82K	0.01%	502
2021 Q2	$212K	Buy	+3,219	New	+$214K	0.01%	469

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