Westside Investment Management’s Unilever UL Stock Holding History

Westside Investment Management’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	$88.6K	Hold	1,570	–	–	0.01%	436
2025 Q4	$102K	Sell	1,570 -1	-0.1%	-$67	0.02%	394
2025 Q3	$104K	Buy	1,571 +287	+22%	+$19.8K	0.02%	392
2025 Q2	$88.5K	Buy	1,284 +286	+29%	+$20.1K	0.02%	360
2025 Q1	$66.9K	Hold	998	–	–	0.01%	360
2024 Q4	$63.7K	Hold	998	–	–	0.01%	370
2024 Q3	$73K	Hold	998	–	–	0.02%	350
2024 Q2	$61.8K	Hold	998	–	–	0.01%	360
2024 Q1	$56.4K	Hold	998	–	–	0.01%	367
2023 Q4	$54.4K	Hold	998	–	–	0.01%	347
2023 Q3	$55.5K	Hold	998	–	–	0.02%	328
2023 Q2	$58.5K	Hold	998	–	–	0.02%	334
2023 Q1	$58.3K	Hold	998	–	–	0.02%	341
2022 Q4	$56	Buy	+998	New	+$53.4K	﹤0.01%	407
2018 Q4	–	Sell	-66	Closed	-$4.09K	–	811
2018 Q3	$4.09K	Hold	66	–	–	﹤0.01%	618
2018 Q2	$4.04K	Sell	66 -25	-27%	-$1.55K	﹤0.01%	705
2018 Q1	$5.58K	Buy	91 +51	+128%	+$3.1K	﹤0.01%	648
2017 Q4	$2.5K	Sell	40 -7	-15%	-$444	﹤0.01%	773
2017 Q3	$3.02K	Hold	47	–	–	﹤0.01%	722
2017 Q2	$2.86K	Sell	47 -889	-95%	-$53K	﹤0.01%	720
2017 Q1	$51.7K	Buy	936 +889	+1,891%	+$45K	0.02%	256
2016 Q4	$2.18K	Buy	+47	New	+$2.19K	﹤0.01%	586

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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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