WFAG
UL icon

Wescott Financial Advisory Group’s Unilever UL Stock Holding History

Wescott Financial Advisory Group’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 		$358K Buy
6,281
+176
+3% +$11.8K 0.03% 144
2025
Q4 		$399K Sell
6,105
-1,035
-14% -$69.6K 0.03% 139
2025
Q3 		$476K Sell
7,140
-898
-11% -$62K 0.04% 123
2025
Q2 		$553K Buy
8,038
+10
+0.1% +$702 0.05% 112
2025
Q1 		$538K Hold
8,028
– – 0.06% 109
2024
Q4 		$512K Hold
8,028
– – 0.05% 111
2024
Q3 		$587K Sell
8,028
-1,067
-12% -$73.8K 0.06% 104
2024
Q2 		$563K Buy
9,095
+65
+0.7% +$3.84K 0.07% 110
2024
Q1 		$510K Sell
9,030
-781
-8% -$43.3K 0.06% 107
2023
Q4 		$535K Hold
9,811
– – 0.07% 101
2023
Q3 		$545K Hold
9,811
– – 0.1% 93
2023
Q2 		$575K Sell
9,811
-217
-2% -$12.9K 0.1% 91
2023
Q1 		$586K Buy
10,028
+176
+2% +$10K 0.13% 82
2022
Q4 		$558K Buy
9,852
+217
+2% +$11.6K 0.12% 86
2022
Q3 		$475K Hold
9,635
– – 0.13% 87
2022
Q2 		$497K Buy
9,635
+71
+0.7% +$3.62K 0.13% 79
2022
Q1 		$490K Buy
+9,564
New +$532K 0.13% 83

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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return