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Medallion Wealth Advisors’s Unilever UL Stock Holding History

Medallion Wealth Advisors’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 		$24.6K Hold
432
– – 0.01% 612
2025
Q4 		$28.3K Sell
432
-1
-0.2% -$67 0.01% 573
2025
Q3 		$28.9K Hold
433
– – 0.01% 569
2025
Q2 		$29.8K Hold
433
– – 0.01% 550
2025
Q1 		$29K Sell
433
-302
-41% -$19.5K 0.01% 520
2024
Q4 		$48K Buy
+735
New +$49.6K 0.02% 415

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

Medallion Wealth Advisors's UL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Unilever (UL) position steady in Q1 2026 at 432 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #612.

Medallion Wealth Advisors first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $48K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Medallion Wealth Advisors held 432 shares of Unilever worth $24.6K as of Q1 2026.
  • Medallion Wealth Advisors left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #612 holding.
  • Medallion Wealth Advisors first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Unilever position peaked at $48K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.