MPW
UL icon

MASECO Private Wealth’s Unilever UL Stock Holding History

MASECO Private 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
Q1 		– Sell
-1,275
Closed -$83.4K – 575
2025
Q4 		$83.4K Buy
+1,275
New +$85.7K ﹤0.01% 133
2025
Q3 		– Sell
-1,125
Closed -$77.4K – 493
2025
Q2 		$77.4K Buy
+1,125
New +$78.9K ﹤0.01% 141

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

MASECO Private Wealth's UL Position: Q1 2026 in Review

MASECO Private Wealth sold out of Unilever (UL) in Q1 2026, closing a stake of 1,275 shares — an estimated $83.4K sold.

MASECO Private Wealth first reported a position in UL in Q2 2025 and held it in 2 quarters. The position peaked at $83.4K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • MASECO Private Wealth reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 1,275 Unilever shares in Q1 2026, an estimated $83.4K.
  • MASECO Private Wealth first reported a position in Unilever in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Unilever position peaked at $83.4K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.