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 Q2	$253K	Sell	4,212 -104	-2%	-$6.01K	0.01%	557
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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Money Concepts Capital's UL Position: Q2 2026 in Review

Money Concepts Capital reduced its Unilever (UL) stake by 2.4% in Q2 2026, selling an estimated $6.01K and leaving 4,212 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #557.

Money Concepts Capital first reported a position in UL in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2022. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Money Concepts Capital held 4,212 shares of Unilever worth $253K as of Q2 2026.
Money Concepts Capital sold 104 Unilever shares in Q2 2026, an estimated $6.01K.
Unilever made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #557 holding.
Money Concepts Capital first reported a position in Unilever in Q1 2022 and has held it in 9 quarters since.
Money Concepts Capital's Unilever position peaked at $1.44M in Q4 2022.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.