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MONECO Advisors’s Unilever UL Stock Holding History

MONECO 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
Q2 		$233K Sell
3,874
-229
-6% -$13.2K 0.01% 539
2026
Q1 		$234K Buy
4,103
+222
+6% +$14.9K 0.02% 465
2025
Q4 		$254K Buy
3,881
+241
+7% +$16.2K 0.02% 435
2025
Q3 		$243K Buy
3,640
+120
+3% +$8.28K 0.02% 441
2025
Q2 		$242K Buy
+3,520
New +$247K 0.02% 422
2025
Q1 		– Sell
-3,467
Closed -$221K – 494
2024
Q4 		$221K Buy
+3,467
New +$234K 0.02% 434
2024
Q1 		– Sell
-4,084
Closed -$223K – 422
2023
Q4 		$223K Buy
+4,084
New +$220K 0.04% 348

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

MONECO Advisors's UL Position: Q2 2026 in Review

MONECO Advisors reduced its Unilever (UL) stake by 5.6% in Q2 2026, selling an estimated $13.2K and leaving 3,874 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #539.

MONECO Advisors first reported a position in UL in Q4 2023 and has held it in 7 quarters since. The position peaked at $254K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • MONECO Advisors held 3,874 shares of Unilever worth $233K as of Q2 2026.
  • MONECO Advisors sold 229 Unilever shares in Q2 2026, an estimated $13.2K.
  • Unilever made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #539 holding.
  • MONECO Advisors first reported a position in Unilever in Q4 2023 and has held it in 7 quarters since.
  • MONECO Advisors's Unilever position peaked at $254K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.