WoodTrust Financial’s Unilever UL Stock Holding History

WoodTrust 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	$220K	Sell	3,865 -1	-0%	-$67	0.03%	164
2025 Q4	$253K	Sell	3,866 -1	-0%	-$67	0.03%	165
2025 Q3	$258K	Hold	3,867	–	–	0.03%	168
2025 Q2	$266K	Hold	3,867	–	–	0.03%	133
2025 Q1	$259K	Hold	3,867	–	–	0.04%	143
2024 Q4	$247K	Hold	3,867	–	–	0.03%	155
2024 Q3	$283K	Hold	3,867	–	–	0.04%	152
2024 Q2	$239K	Hold	3,867	–	–	0.04%	154
2024 Q1	$218	Sell	3,867 -5	-0.1%	-$277	0.03%	159
2023 Q4	$211K	Sell	3,872 -1,372	-26%	-$74K	0.04%	158
2023 Q3	$291K	Sell	5,244 -534	-9%	-$30.9K	0.06%	126
2023 Q2	$339K	Hold	5,778	–	–	0.06%	118
2023 Q1	$338K	Hold	5,778	–	–	0.07%	117
2022 Q4	$327K	Hold	5,778	–	–	0.07%	117
2022 Q3	$285K	Hold	5,778	–	–	0.06%	122
2022 Q2	$298K	Hold	5,778	–	–	0.07%	122
2022 Q1	$296K	Buy	5,778 +1,156	+25%	+$64.3K	0.06%	125
2021 Q4	$280K	Buy	+4,622	New	+$275K	0.06%	118

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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