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Marcum Wealth’s Unilever UL Stock Holding History

Marcum 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
2025
Q1 		$669K Buy
9,982
+668
+7% +$43.1K 0.06% 156
2024
Q4 		$594K Buy
9,314
+1,857
+25% +$125K 0.05% 170
2024
Q3 		$545K Sell
7,457
-632
-8% -$43.7K 0.05% 184
2024
Q2 		$500K Sell
8,089
-438
-5% -$25.9K 0.05% 190
2024
Q1 		$481K Buy
8,527
+1,057
+14% +$58.6K 0.05% 198
2023
Q4 		$407K Sell
7,470
-4,541
-38% -$245K 0.04% 207
2023
Q3 		$667K Buy
12,011
+419
+4% +$24.2K 0.08% 132
2023
Q2 		$680K Buy
11,592
+228
+2% +$13.5K 0.08% 131
2023
Q1 		$664K Buy
11,364
+303
+3% +$17.2K 0.08% 139
2022
Q4 		$627K Sell
11,061
-1,184
-10% -$63.4K 0.08% 139
2022
Q3 		$604K Buy
12,245
+376
+3% +$19.6K 0.09% 138
2022
Q2 		$612K Buy
11,869
+1,980
+20% +$101K 0.09% 134
2022
Q1 		$507K Sell
9,889
-837
-8% -$46.6K 0.07% 154
2021
Q4 		$649K Sell
10,726
-2,555
-19% -$152K 0.09% 146
2021
Q3 		$810K Buy
13,281
+586
+5% +$37.3K 0.13% 115
2021
Q2 		$835K Sell
12,695
-77
-0.6% -$5.12K 0.14% 110
2021
Q1 		$802K Buy
+12,772
New +$813K 0.13% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Marcum Wealth's UL Position: Q1 2025 in Review

Marcum Wealth increased its Unilever (UL) stake by 7.2% in Q1 2025, buying an estimated $43.1K and bringing the position to 9,982 shares worth $669K. The position accounts for 0.06% of the portfolio, ranked #156.

Marcum Wealth first reported a position in UL in Q1 2021 and has held it in 17 quarters since. The position peaked at $835K in Q2 2021. 1,177 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Marcum Wealth held 9,982 shares of Unilever worth $669K as of Q1 2025.
  • Marcum Wealth bought 668 Unilever shares in Q1 2025, an estimated $43.1K.
  • Unilever made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #156 holding.
  • Marcum Wealth first reported a position in Unilever in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Unilever position peaked at $835K in Q2 2021.
  • 1,177 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.