MMBG Investment Advisors’s Unilever UL Stock Holding History

MMBG Investment 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
2025 Q3	–	Sell	-3,005	Closed	-$207K	–	185
2025 Q2	$207K	Hold	3,005	–	–	0.02%	177
2025 Q1	$201K	Buy	+3,005	New	+$194K	0.02%	168
2024 Q4	–	Sell	-3,005	Closed	-$220K	–	174
2024 Q3	$220K	Buy	+3,005	New	+$208K	0.02%	161
2023 Q2	–	Sell	-4,901	Closed	-$286K	–	164
2023 Q1	$286K	Hold	4,901	–	–	0.04%	145
2022 Q4	$278K	Sell	4,901 -473	-9%	-$25.3K	0.04%	144
2022 Q3	$265K	Hold	5,374	–	–	0.04%	142
2022 Q2	$277K	Hold	5,374	–	–	0.03%	140
2022 Q1	$276K	Hold	5,374	–	–	0.03%	148
2021 Q4	$325K	Buy	+5,374	New	+$319K	0.03%	144

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMBG Investment Advisors's UL Position: Q3 2025 in Review

MMBG Investment Advisors sold out of Unilever (UL) in Q3 2025, closing a stake of 3,005 shares — an estimated $207K sold.

MMBG Investment Advisors first reported a position in UL in Q4 2021 and held it in 9 quarters. The position peaked at $325K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

MMBG Investment Advisors reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
MMBG Investment Advisors sold 3,005 Unilever shares in Q3 2025, an estimated $207K.
MMBG Investment Advisors first reported a position in Unilever in Q4 2021 and held it in 9 quarters.
MMBG Investment Advisors's Unilever position peaked at $325K in Q4 2021.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on MMBG Investment Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.