MIP
UL icon

Marietta Investment Partners’s Unilever UL Stock Holding History

Marietta Investment Partners’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
-17,069
Closed -$1.12M – 172
2025
Q4 		$1.12M Sell
17,069
-182
-1% -$12.2K 0.22% 82
2025
Q3 		$1.15M Sell
17,251
-71
-0.4% -$4.9K 0.22% 87
2025
Q2 		$1.19M Buy
17,322
+1,348
+8% +$94.6K 0.26% 78
2025
Q1 		$1.07M Sell
15,974
-20
-0.1% -$1.29K 0.26% 77
2024
Q4 		$1.02M Buy
15,994
+13,139
+460% +$887K 0.22% 79
2024
Q3 		$209K Buy
+2,855
New +$197K 0.04% 157

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 $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marietta Investment Partners's UL Position: Q1 2026 in Review

Marietta Investment Partners sold out of Unilever (UL) in Q1 2026, closing a stake of 17,069 shares — an estimated $1.12M sold.

Marietta Investment Partners first reported a position in UL in Q3 2024 and held it in 6 quarters. The position peaked at $1.19M in Q2 2025. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Marietta Investment Partners reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Marietta Investment Partners sold 17,069 Unilever shares in Q1 2026, an estimated $1.12M.
  • Marietta Investment Partners first reported a position in Unilever in Q3 2024 and held it in 6 quarters.
  • Marietta Investment Partners's Unilever position peaked at $1.19M in Q2 2025.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.