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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
Q2 		$263K Sell
4,380
-617
-12% -$35.7K 0.04% 303
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 $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Maia Wealth's UL Position: Q2 2026 in Review

Maia Wealth reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $35.7K and leaving 4,380 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #303.

Maia Wealth first reported a position in UL in Q3 2024 and has held it in 8 quarters since. The position peaked at $384K in Q1 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Maia Wealth held 4,380 shares of Unilever worth $263K as of Q2 2026.
  • Maia Wealth sold 617 Unilever shares in Q2 2026, an estimated $35.7K.
  • Unilever made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #303 holding.
  • Maia Wealth first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
  • Maia Wealth's Unilever position peaked at $384K in Q1 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.