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Comprehensive Money Management Services’s Unilever UL Stock Holding History

Comprehensive Money Management Services’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 		– Sell
-3,064
Closed -$200K – 196
2025
Q4 		$200K Sell
3,064
-3
-0.1% -$202 0.14% 184
2025
Q3 		$205K Hold
3,067
– – 0.14% 178
2025
Q2 		$211K Sell
3,067
-182
-6% -$12.8K 0.16% 172
2025
Q1 		$218K Buy
+3,249
New +$210K 0.18% 163

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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 $530B AUM 22.01% 1-Year Est. Return

Comprehensive Money Management Services's UL Position: Q1 2026 in Review

Comprehensive Money Management Services sold out of Unilever (UL) in Q1 2026, closing a stake of 3,064 shares — an estimated $200K sold.

Comprehensive Money Management Services first reported a position in UL in Q1 2025 and held it in 4 quarters. The position peaked at $218K in Q1 2025. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Comprehensive Money Management Services reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Money Management Services sold 3,064 Unilever shares in Q1 2026, an estimated $200K.
  • Comprehensive Money Management Services first reported a position in Unilever in Q1 2025 and held it in 4 quarters.
  • Comprehensive Money Management Services's Unilever position peaked at $218K in Q1 2025.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.