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Moneta Group Investment Advisors’s Unilever UL Stock Holding History

Moneta Group 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
2026
Q2 		$325K Buy
5,414
+44
+0.8% +$2.54K ﹤0.01% 666
2026
Q1 		$306K Sell
5,370
-640
-11% -$42.9K ﹤0.01% 619
2025
Q4 		$393K Buy
6,010
+458
+8% +$30.8K ﹤0.01% 561
2025
Q3 		$370K Buy
5,552
+767
+16% +$52.9K ﹤0.01% 566
2025
Q2 		$329K Buy
4,785
+307
+7% +$21.5K ﹤0.01% 537
2025
Q1 		$300K Buy
4,478
+473
+12% +$30.5K ﹤0.01% 526
2024
Q4 		$255K Buy
4,005
+340
+9% +$23K ﹤0.01% 578
2024
Q3 		$268K Buy
+3,665
New +$253K ﹤0.01% 549
2023
Q3 		– Sell
-3,987
Closed -$234K – 560
2023
Q2 		$234K Buy
+3,987
New +$237K 0.01% 474
2020
Q1 		– Sell
-560
Closed -$36K – 294
2019
Q4 		$36K Sell
560
-106
-16% -$7.04K ﹤0.01% 264
2019
Q3 		$45K Buy
+666
New +$46.1K ﹤0.01% 261
2015
Q4 		– Sell
-1,096
Closed -$50K – 397
2015
Q3 		$50K Buy
+1,096
New +$52.4K 0.01% 230

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

Moneta Group Investment Advisors's UL Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Unilever (UL) stake by 0.82% in Q2 2026, buying an estimated $2.54K and bringing the position to 5,414 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Moneta Group Investment Advisors first reported a position in UL in Q3 2015 and has held it in 12 quarters since. The position peaked at $393K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Moneta Group Investment Advisors held 5,414 shares of Unilever worth $325K as of Q2 2026.
  • Moneta Group Investment Advisors bought 44 Unilever shares in Q2 2026, an estimated $2.54K.
  • Unilever made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #666 holding.
  • Moneta Group Investment Advisors first reported a position in Unilever in Q3 2015 and has held it in 12 quarters since.
  • Moneta Group Investment Advisors's Unilever position peaked at $393K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.