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 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 $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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return