MWM
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Moran Wealth Management’s Unilever UL Stock Holding History

Moran Wealth Management’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 		$7.82M Buy
130,112
+11,552
+10% +$668K 0.21% 154
2026
Q1 		$6.75M Buy
118,560
+23,784
+25% +$1.59M 0.21% 160
2025
Q4 		$6.2M Buy
94,776
+21,631
+30% +$1.45M 0.19% 162
2025
Q3 		$4.88M Buy
73,145
+2,563
+4% +$177K 0.15% 181
2025
Q2 		$4.86M Buy
70,582
+1,880
+3% +$132K 0.15% 185
2025
Q1 		$4.6M Sell
68,702
-21,288
-24% -$1.37M 0.15% 189
2024
Q4 		$5.74M Sell
89,990
-3,007
-3% -$203K 0.18% 152
2024
Q3 		$6.8M Sell
92,997
-1,361
-1% -$94.1K 0.21% 139
2024
Q2 		$5.84M Sell
94,358
-135
-0.1% -$7.98K 0.19% 153
2024
Q1 		$5.34M Buy
94,493
+1,814
+2% +$100K 0.17% 164
2023
Q4 		$5.05M Buy
+92,679
New +$5M 0.18% 162

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

Moran Wealth Management's UL Position: Q2 2026 in Review

Moran Wealth Management increased its Unilever (UL) stake by 9.7% in Q2 2026, buying an estimated $668K and bringing the position to 130,112 shares worth $7.82M. The position accounts for 0.21% of the portfolio, ranked #154.

Moran Wealth Management first reported a position in UL in Q4 2023 and has held it in 11 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Moran Wealth Management held 130,112 shares of Unilever worth $7.82M as of Q2 2026.
  • Moran Wealth Management bought 11,552 Unilever shares in Q2 2026, an estimated $668K.
  • Unilever made up 0.21% of Moran Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Moran Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.