Washington Trust Advisors’s Unilever UL Stock Holding History

Washington Trust Advisors’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	$80.4K	Buy	1,411 +88	+7%	+$5.9K	0.01%	312
2025 Q4	$86.5K	Sell	1,323 -2	-0.2%	-$134	0.01%	300
2025 Q3	$88.4K	Buy	1,325 +13	+1%	+$897	0.01%	301
2025 Q2	$90.3K	Buy	1,312 +10	+0.8%	+$702	0.01%	264
2025 Q1	$87.2K	Sell	1,302 -2,662	-67%	-$172K	0.01%	268
2024 Q4	$253K	Buy	3,964 +105	+3%	+$7.09K	0.02%	175
2024 Q3	$282K	Hold	3,859	–	–	0.02%	170
2024 Q2	$239K	Hold	3,859	–	–	0.02%	180
2024 Q1	$218K	Hold	3,859	–	–	0.02%	187
2023 Q4	$210K	Hold	3,859	–	–	0.02%	192
2023 Q3	$214K	Hold	3,859	–	–	0.02%	180
2023 Q2	$226K	Sell	3,859 -323	-8%	-$19.2K	0.02%	172
2023 Q1	$244K	Hold	4,182	–	–	0.02%	161
2022 Q4	$237K	Sell	4,182 -1,696	-29%	-$90.8K	0.03%	168
2022 Q3	$290K	Buy	5,878 +50	+0.9%	+$2.61K	0.03%	167
2022 Q2	$301K	Buy	5,828 +208	+4%	+$10.6K	0.03%	165
2022 Q1	$288K	Sell	5,620 -404	-7%	-$22.5K	0.02%	205
2021 Q4	$365K	Buy	+6,024	New	+$358K	0.02%	190

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