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Maia Wealth’s Unilever UL Stock Holding History

Maia Wealth’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 		$285K Buy
4,997
+58
+1% +$3.89K 0.05% 299
2025
Q4 		$363K Sell
4,939
-91
-2% -$6.12K 0.06% 257
2025
Q3 		$344K Sell
5,030
-14
-0.3% -$966 0.06% 256
2025
Q2 		$347K Sell
5,044
-446
-8% -$31.3K 0.07% 241
2025
Q1 		$384K Buy
5,490
+107
+2% +$6.9K 0.09% 199
2024
Q4 		$352K Buy
5,383
+2,193
+69% +$148K 0.08% 202
2024
Q3 		$224K Buy
+3,190
New +$221K 0.06% 233

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

Maia Wealth's UL Position: Q1 2026 in Review

Maia Wealth increased its Unilever (UL) stake by 1.2% in Q1 2026, buying an estimated $3.89K and bringing the position to 4,997 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #299.

Maia Wealth first reported a position in UL in Q3 2024 and has held it in 7 quarters since. The position peaked at $384K in Q1 2025. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Maia Wealth held 4,997 shares of Unilever worth $285K as of Q1 2026.
  • Maia Wealth bought 58 Unilever shares in Q1 2026, an estimated $3.89K.
  • Unilever made up 0.05% of Maia Wealth's portfolio in Q1 2026, its #299 holding.
  • Maia Wealth first reported a position in Unilever in Q3 2024 and has held it in 7 quarters since.
  • Maia Wealth's Unilever position peaked at $384K in Q1 2025.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.