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Money Concepts Capital’s Unilever UL Stock Holding History

Money Concepts Capital’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 		$246K Hold
4,316
– – 0.01% 500
2025
Q4 		$282K Buy
4,316
+398
+10% +$26.7K 0.02% 442
2025
Q3 		$261K Buy
+3,918
New +$270K 0.02% 412
2023
Q2 		– Sell
-20,741
Closed -$1.22M – 483
2023
Q1 		$1.22M Sell
20,741
-4,746
-19% -$270K 0.07% 195
2022
Q4 		$1.44M Buy
25,487
+2,757
+12% +$148K 0.06% 228
2022
Q3 		$1.12M Buy
22,730
+19,854
+690% +$1.04M 0.07% 221
2022
Q2 		$150K Sell
2,876
-6,799
-70% -$346K 0.01% 472
2022
Q1 		$496K Buy
+9,675
New +$539K 0.03% 441

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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's UL Position: Q1 2026 in Review

Money Concepts Capital held its Unilever (UL) position steady in Q1 2026 at 4,316 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #500.

Money Concepts Capital first reported a position in UL in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2022. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Money Concepts Capital held 4,316 shares of Unilever worth $246K as of Q1 2026.
  • Money Concepts Capital left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #500 holding.
  • Money Concepts Capital first reported a position in Unilever in Q1 2022 and has held it in 8 quarters since.
  • Money Concepts Capital's Unilever position peaked at $1.44M in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.