MWM
UL icon

Modera Wealth Management’s Unilever UL Stock Holding History

Modera 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
Q2 		$10.1M Sell
167,403
-9,139
-5% -$528K 0.11% 132
2026
Q1 		$10.1M Sell
176,542
-8,786
-5% -$589K 0.12% 125
2025
Q4 		$12.1M Sell
185,328
-6,120
-3% -$411K 0.14% 111
2025
Q3 		$12.8M Sell
191,448
-5,563
-3% -$384K 0.15% 108
2025
Q2 		$13.6M Sell
197,011
-6,035
-3% -$423K 0.17% 108
2025
Q1 		$13.6M Sell
203,046
-7,292
-3% -$470K 0.18% 104
2024
Q4 		$13.4M Sell
210,338
-3,743
-2% -$253K 0.16% 102
2024
Q3 		$15.6M Sell
214,081
-633
-0.3% -$43.8K 0.2% 89
2024
Q2 		$13.3M Sell
214,714
-223
-0.1% -$13.2K 0.2% 93
2024
Q1 		$12.1M Buy
214,937
+3,392
+2% +$188K 0.18% 99
2023
Q4 		$11.5M Buy
211,545
+6,746
+3% +$364K 0.19% 97
2023
Q3 		$11.4M Buy
204,799
+31,339
+18% +$1.81M 0.21% 93
2023
Q2 		$10.2M Buy
+173,460
New +$10.3M 0.18% 101

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Modera Wealth Management's UL Position: Q2 2026 in Review

Modera Wealth Management reduced its Unilever (UL) stake by 5.2% in Q2 2026, selling an estimated $528K and leaving 167,403 shares worth $10.1M. The position accounts for 0.11% of the portfolio, ranked #132.

Modera Wealth Management first reported a position in UL in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.6M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Modera Wealth Management held 167,403 shares of Unilever worth $10.1M as of Q2 2026.
  • Modera Wealth Management sold 9,139 Unilever shares in Q2 2026, an estimated $528K.
  • Unilever made up 0.11% of Modera Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Modera Wealth Management first reported a position in Unilever in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's Unilever position peaked at $15.6M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.