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 Q3	$222K	Sell	3,658 -722	-16%	-$45.4K	0.03%	328
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Axiom Investors Greenwich, Connecticut $14B AUM 51.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Maia Wealth's UL Position: Q3 2026 in Review

Maia Wealth reduced its Unilever (UL) stake by 16% in Q3 2026, selling an estimated $45.4K and leaving 3,658 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #328.

Maia Wealth first reported a position in UL in Q3 2024 and has held it in 9 quarters since. The position peaked at $384K in Q1 2025. 1,032 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Maia Wealth held 3,658 shares of Unilever worth $222K as of Q3 2026.
Maia Wealth sold 722 Unilever shares in Q3 2026, an estimated $45.4K.
Unilever made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #328 holding.
Maia Wealth first reported a position in Unilever in Q3 2024 and has held it in 9 quarters since.
Maia Wealth's Unilever position peaked at $384K in Q1 2025.
1,032 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.