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Marks Group Wealth Management’s Unilever UL Stock Holding History

Marks Group Wealth Management’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 		$1.26M Sell
22,135
-1,742
-7% -$117K 0.12% 176
2025
Q4 		$1.56M Buy
23,877
+1,086
+5% +$73K 0.15% 147
2025
Q3 		$1.52M Buy
22,791
+8,739
+62% +$603K 0.14% 141
2025
Q2 		$967K Sell
14,052
-552
-4% -$38.7K 0.09% 180
2025
Q1 		$978K Sell
14,604
-512
-3% -$33K 0.09% 182
2024
Q4 		$964K Sell
15,116
-102
-0.7% -$6.89K 0.1% 171
2024
Q3 		$1.11M Buy
15,218
+2,335
+18% +$161K 0.11% 170
2024
Q2 		$797K Buy
12,883
+9,055
+237% +$535K 0.08% 183
2024
Q1 		$216K Buy
+3,828
New +$212K 0.02% 293
2023
Q2 		– Sell
-3,947
Closed -$231K – 287
2023
Q1 		$231K Buy
+3,947
New +$224K 0.03% 262
2022
Q2 		– Sell
-8,866
Closed -$455K – 310
2022
Q1 		$455K Buy
8,866
+1,602
+22% +$89.2K 0.06% 242
2021
Q4 		$448K Buy
7,264
+1,584
+28% +$94.1K 0.05% 244
2021
Q3 		$351K Buy
5,680
+1,859
+49% +$118K 0.05% 231
2021
Q2 		$251K Buy
3,821
+96
+3% +$6.38K 0.03% 229
2021
Q1 		$234K Sell
3,725
-479
-11% -$30.5K 0.03% 225
2020
Q4 		$285K Buy
4,204
+328
+8% +$22.3K 0.04% 219
2020
Q3 		$269K Hold
3,876
– – 0.05% 211
2020
Q2 		$240K Buy
3,876
+366
+10% +$21.9K 0.05% 211
2020
Q1 		$200K Buy
+3,510
New +$220K 0.05% 207

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

Marks Group Wealth Management's UL Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Unilever (UL) stake by 7.3% in Q1 2026, selling an estimated $117K and leaving 22,135 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #176.

Marks Group Wealth Management first reported a position in UL in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Marks Group Wealth Management held 22,135 shares of Unilever worth $1.26M as of Q1 2026.
  • Marks Group Wealth Management sold 1,742 Unilever shares in Q1 2026, an estimated $117K.
  • Unilever made up 0.12% of Marks Group Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Marks Group Wealth Management first reported a position in Unilever in Q1 2020 and has held it in 19 quarters since.
  • Marks Group Wealth Management's Unilever position peaked at $1.56M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.