Moloney Securities Asset Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Sell |
6,457
-147
| -2% | -$10.1K | 0.05% | 293 |
|
|
2025
Q2 | $454K | Hold |
6,604
| – | – | 0.06% | 284 |
|
|
2025
Q1 | $442K | Sell |
6,604
-874
| -12% | -$56.4K | 0.06% | 270 |
|
|
2024
Q4 | $477K | Sell |
7,478
-892
| -11% | -$60.2K | 0.06% | 268 |
|
|
2024
Q3 | $612K | Sell |
8,370
-19
| -0.2% | -$1.31K | 0.08% | 257 |
|
|
2024
Q2 | $519K | Sell |
8,389
-479
| -5% | -$28.3K | 0.08% | 263 |
|
|
2024
Q1 | $501K | Sell |
8,868
-76
| -0.8% | -$4.21K | 0.08% | 264 |
|
|
2023
Q4 | $488K | Sell |
8,944
-2,391
| -21% | -$129K | 0.08% | 247 |
|
|
2023
Q3 | $630K | Sell |
11,335
-1,054
| -9% | -$60.9K | 0.11% | 208 |
|
|
2023
Q2 | $727K | Buy |
12,389
+20
| +0.2% | +$1.19K | 0.13% | 192 |
|
|
2023
Q1 | $723K | Sell |
12,369
-1,327
| -10% | -$75.4K | 0.13% | 182 |
|
|
2022
Q4 | $776K | Sell |
13,696
-267
| -2% | -$14.3K | 0.17% | 157 |
|
|
2022
Q3 | $689K | Sell |
13,963
-2,215
| -14% | -$116K | 0.17% | 163 |
|
|
2022
Q2 | $834K | Buy |
16,178
+7,529
| +87% | +$383K | 0.2% | 140 |
|
|
2022
Q1 | $443K | Buy |
8,649
+642
| +8% | +$35.7K | 0.09% | 237 |
|
|
2021
Q4 | $485K | Sell |
8,007
-268
| -3% | -$15.9K | 0.08% | 248 |
|
|
2021
Q3 | $505K | Sell |
8,275
-371
| -4% | -$23.6K | 0.09% | 241 |
|
|
2021
Q2 | $569K | Sell |
8,646
-191
| -2% | -$12.7K | 0.1% | 227 |
|
|
2021
Q1 | $555K | Sell |
8,837
-140
| -2% | -$8.92K | 0.11% | 215 |
|
|
2020
Q4 | $610K | Buy |
8,977
+573
| +7% | +$38.9K | 0.14% | 181 |
|
|
2020
Q3 | $583K | Sell |
8,404
-3,003
| -26% | -$200K | 0.15% | 150 |
|
|
2020
Q2 | $704K | Buy |
11,407
+770
| +7% | +$46K | 0.2% | 122 |
|
|
2020
Q1 | $605K | Buy |
10,637
+793
| +8% | +$49.7K | 0.22% | 117 |
|
|
2019
Q4 | $633K | Buy |
9,844
+239
| +2% | +$15.9K | 0.2% | 138 |
|
|
2019
Q3 | $649K | Sell |
9,605
-604
| -6% | -$41.9K | 0.22% | 124 |
|
|
2019
Q2 | $712K | Sell |
10,209
-659
| -6% | -$44.7K | 0.24% | 123 |
|
|
2019
Q1 | $706K | Buy |
10,868
+38
| +0.4% | +$2.31K | 0.24% | 124 |
|
|
2018
Q4 | $637K | Buy |
10,830
+266
| +3% | +$16K | 0.26% | 115 |
|
|
2018
Q3 | $653K | Sell |
10,564
-1,756
| -14% | -$111K | 0.23% | 123 |
|
|
2018
Q2 | $766K | Sell |
12,320
-154
| -1% | -$9.57K | 0.29% | 107 |
|
|
2018
Q1 | $780K | Buy |
12,474
+35
| +0.3% | +$2.13K | 0.32% | 105 |
|
|
2017
Q4 | $774K | Buy |
12,439
+622
| +5% | +$39.4K | 0.33% | 100 |
|
|
2017
Q3 | $771K | Hold |
11,817
| – | – | 0.34% | 90 |
|
|
2017
Q2 | $719K | Buy |
11,817
+949
| +9% | +$56.6K | 0.36% | 85 |
|
|
2017
Q1 | $603K | Buy |
+10,868
| New | +$550K | 0.31% | 102 |
|
Other funds holding UL
Moloney Securities Asset Management's UL Position: Q3 2025 in Review
Moloney Securities Asset Management reduced its Unilever (UL) stake by 2.2% in Q3 2025, selling an estimated $10.1K and leaving 6,457 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #293.
Moloney Securities Asset Management first reported a position in UL in Q1 2017 and has held it in 35 quarters since. The position peaked at $834K in Q2 2022. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.
- Moloney Securities Asset Management held 6,457 shares of Unilever worth $431K as of Q3 2025.
- Moloney Securities Asset Management sold 147 Unilever shares in Q3 2025, an estimated $10.1K.
- Unilever made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #293 holding.
- Moloney Securities Asset Management first reported a position in Unilever in Q1 2017 and has held it in 35 quarters since.
- Moloney Securities Asset Management's Unilever position peaked at $834K in Q2 2022.
- 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.