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Marino Stram & Associates’s Unilever UL Stock Holding History

Marino Stram & Associates’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 		$230K Hold
4,035
– – 0.04% 172
2025
Q4 		$264K Sell
4,035
-10
-0.2% -$672 0.05% 163
2025
Q3 		$270K Buy
4,045
+2
+0% +$138 0.05% 162
2025
Q2 		$278K Buy
4,043
+6
+0.1% +$421 0.06% 150
2025
Q1 		$270K Hold
4,037
– – 0.06% 141
2024
Q4 		$258K Buy
4,037
+17
+0.4% +$1.15K 0.06% 147
2024
Q3 		$294K Buy
4,020
+3
+0.1% +$207 0.07% 136
2024
Q2 		$249K Buy
4,017
+2
+0% +$118 0.06% 141
2024
Q1 		$227K Sell
4,015
-4,841
-55% -$268K 0.05% 161
2023
Q4 		$483K Buy
8,856
+191
+2% +$10.3K 0.12% 108
2023
Q3 		$482K Buy
8,665
+125
+1% +$7.22K 0.14% 101
2023
Q2 		$501K Sell
8,540
-337
-4% -$20K 0.14% 101
2023
Q1 		$519K Buy
8,877
+352
+4% +$20K 0.16% 92
2022
Q4 		$483K Buy
8,525
+106
+1% +$5.67K 0.15% 98
2022
Q3 		$415K Buy
8,419
+241
+3% +$12.6K 0.15% 96
2022
Q2 		$422K Sell
8,178
-1,710
-17% -$87.1K 0.15% 103
2022
Q1 		$507K Sell
9,888
-2,379
-19% -$132K 0.16% 101
2021
Q4 		$742K Buy
12,267
+441
+4% +$26.2K 0.23% 76
2021
Q3 		$721K Buy
11,826
+4,270
+57% +$272K 0.25% 65
2021
Q2 		$497K Sell
7,556
-2,083
-22% -$139K 0.13% 125
2021
Q1 		$605K Buy
9,639
+2,367
+33% +$151K 0.24% 69
2020
Q4 		$494K Buy
7,272
+1,713
+31% +$116K 0.22% 65
2020
Q3 		$386K Buy
5,559
+363
+7% +$24.2K 0.21% 74
2020
Q2 		$321K Buy
5,196
+112
+2% +$6.69K 0.19% 80
2020
Q1 		$289K Buy
+5,084
New +$319K 0.22% 70
2019
Q2 		– Sell
-829
Closed -$54K – 529
2019
Q1 		$54K Buy
829
+735
+782% +$44.8K 0.04% 151
2018
Q4 		$6K Buy
94
+66
+236% +$3.98K 0.01% 322
2018
Q3 		$2K Hold
28
– – ﹤0.01% 417
2018
Q2 		$2K Buy
+28
New +$1.74K ﹤0.01% 416

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

Marino Stram & Associates's UL Position: Q1 2026 in Review

Marino Stram & Associates held its Unilever (UL) position steady in Q1 2026 at 4,035 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #172.

Marino Stram & Associates first reported a position in UL in Q2 2018 and has held it in 29 quarters since. The position peaked at $742K in Q4 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Marino Stram & Associates held 4,035 shares of Unilever worth $230K as of Q1 2026.
  • Marino Stram & Associates left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.04% of Marino Stram & Associates's portfolio in Q1 2026, its #172 holding.
  • Marino Stram & Associates first reported a position in Unilever in Q2 2018 and has held it in 29 quarters since.
  • Marino Stram & Associates's Unilever position peaked at $742K in Q4 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.