MWM
UL icon

Modern Wealth Management’s Unilever UL Stock Holding History

Modern 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 		$667K Buy
11,901
+222
+2% +$14.9K 0.01% 513
2025
Q4 		$764K Buy
11,679
+429
+4% +$28.8K 0.01% 457
2025
Q3 		$750K Sell
11,250
-1,298
-10% -$89.6K 0.01% 439
2025
Q2 		$863K Sell
12,548
-242
-2% -$17K 0.02% 388
2025
Q1 		$857K Buy
12,790
+703
+6% +$45.4K 0.03% 328
2024
Q4 		$771K Buy
12,087
+134
+1% +$9.05K 0.03% 296
2024
Q3 		$874K Buy
11,953
+300
+3% +$20.7K 0.05% 178
2024
Q2 		$721K Buy
11,653
+1,729
+17% +$102K 0.05% 167
2024
Q1 		$560K Buy
+9,924
New +$550K 0.05% 167

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

Modern Wealth Management's UL Position: Q1 2026 in Review

Modern Wealth Management increased its Unilever (UL) stake by 1.9% in Q1 2026, buying an estimated $14.9K and bringing the position to 11,901 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #513.

Modern Wealth Management first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $874K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Modern Wealth Management held 11,901 shares of Unilever worth $667K as of Q1 2026.
  • Modern Wealth Management bought 222 Unilever shares in Q1 2026, an estimated $14.9K.
  • Unilever made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #513 holding.
  • Modern Wealth Management first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Unilever position peaked at $874K in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.