Symphony Financial’s Unilever UL Stock Holding History

Symphony Financial’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	$216K	Buy	+3,846	New	+$258K	0.03%	292
2025 Q1	–	Sell	-3,173	Closed	-$203K	–	215
2024 Q4	$203K	Sell	3,173 -511	-14%	-$34.5K	0.03%	219
2024 Q3	$271K	Buy	3,684 +15	+0.4%	+$1.04K	0.04%	193
2024 Q2	$228K	Sell	3,669 -682	-16%	-$40.3K	0.04%	193
2024 Q1	$246K	Sell	4,351 -521	-11%	-$28.9K	0.06%	162
2023 Q4	$264K	Buy	4,872 +631	+15%	+$34K	0.06%	173
2023 Q3	$233K	Sell	4,241 -4	-0.1%	-$231	0.06%	146
2023 Q2	$246K	Sell	4,245 -37	-0.9%	-$2.2K	0.06%	166
2023 Q1	$250K	Buy	4,282 +8	+0.2%	+$455	0.06%	186
2022 Q4	$244K	Sell	4,274 -235	-5%	-$12.6K	0.06%	179
2022 Q3	$227K	Sell	4,509 -128	-3%	-$6.69K	0.07%	174
2022 Q2	$238K	Sell	4,637 -1,300	-22%	-$66.2K	0.07%	168
2022 Q1	$308K	Buy	5,937 +599	+11%	+$33.3K	0.07%	161
2021 Q4	$325K	Sell	5,338 -331	-6%	-$19.7K	0.09%	141
2021 Q3	$350K	Sell	5,669 -710	-11%	-$45.2K	0.12%	122
2021 Q2	$419K	Sell	6,379 -472	-7%	-$31.4K	0.14%	110
2021 Q1	$435K	Buy	6,851 +175	+3%	+$11.1K	0.12%	122
2020 Q4	$455K	Buy	+6,676	New	+$453K	0.16%	100

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