True Wealth Design’s Unilever UL Stock Holding History

True Wealth Design’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	$54.8K	Buy	962 +398	+71%	+$26.7K	0.02%	377
2025 Q4	$36.9K	Sell	564 -30	-5%	-$2.02K	0.01%	422
2025 Q3	$39.6K	Buy	594 +502	+546%	+$34.6K	0.01%	383
2025 Q2	$6.3K	Sell	92 -3	-3%	-$211	﹤0.01%	725
2025 Q1	$6.37K	Sell	95 -3	-3%	-$194	﹤0.01%	608
2024 Q4	$6.24K	Sell	98 -43	-30%	-$2.9K	﹤0.01%	493
2024 Q3	$10.3K	Sell	141 -14,084	-99%	-$974K	﹤0.01%	414
2024 Q2	$880K	Sell	14,225 -10	-0.1%	-$591	0.22%	55
2024 Q1	$804K	Buy	14,235 +737	+5%	+$40.8K	0.2%	86
2023 Q4	$736K	Buy	13,498 +222	+2%	+$12K	0.21%	94
2023 Q3	$738K	Sell	13,276 -221	-2%	-$12.8K	0.25%	78
2023 Q2	$792K	Sell	13,497 -179	-1%	-$10.6K	0.29%	68
2023 Q1	$799K	Buy	13,676 +13,629	+28,998%	+$774K	0.34%	63
2022 Q4	$2.67K	Buy	+47	New	+$2.52K	﹤0.01%	281

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