Monetary Management Group’s Unilever UL Stock Holding History

Monetary Management Group’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	$10.1K	Hold	177	–	–	﹤0.01%	327
2025 Q4	$11.6K	Sell	177 -1	-0.6%	-$67	﹤0.01%	316
2025 Q3	$11.9K	Hold	178	–	–	﹤0.01%	320
2025 Q2	$12.2K	Hold	178	–	–	﹤0.01%	322
2025 Q1	$11.9K	Hold	178	–	–	﹤0.01%	318
2024 Q4	$11.3K	Hold	178	–	–	﹤0.01%	322
2024 Q3	$13K	Hold	178	–	–	﹤0.01%	322
2024 Q2	$11K	Hold	178	–	–	﹤0.01%	317
2024 Q1	$10K	Buy	+178	New	+$9.86K	﹤0.01%	323
2023 Q3	–	Sell	-178	Closed	-$10.4K	–	337
2023 Q2	$10.4K	Hold	178	–	–	﹤0.01%	332
2023 Q1	$10.4K	Hold	178	–	–	﹤0.01%	328
2022 Q4	$10.1K	Buy	+178	New	+$9.53K	﹤0.01%	337
2022 Q1	–	Sell	-178	Closed	-$11K	–	357
2021 Q4	$11K	Hold	178	–	–	﹤0.01%	339
2021 Q3	$11K	Buy	+178	New	+$11.3K	﹤0.01%	325

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Monetary Management Group's UL Position: Q1 2026 in Review

Monetary Management Group held its Unilever (UL) position steady in Q1 2026 at 177 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Monetary Management Group first reported a position in UL in Q3 2021 and has held it in 14 quarters since. The position peaked at $13K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Monetary Management Group held 177 shares of Unilever worth $10.1K as of Q1 2026.
Monetary Management Group left its Unilever share count unchanged in Q1 2026.
Unilever made up ﹤0.01% of Monetary Management Group's portfolio in Q1 2026, its #327 holding.
Monetary Management Group first reported a position in Unilever in Q3 2021 and has held it in 14 quarters since.
Monetary Management Group's Unilever position peaked at $13K in Q3 2024.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.