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Moseley Investment Management’s Unilever UL Stock Holding History

Moseley Investment 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
Q1 		$209K Sell
3,664
-88
-2% -$5.9K 0.07% 156
2025
Q4 		$245K Sell
3,752
-32
-0.8% -$2.15K 0.08% 141
2025
Q3 		$252K Buy
3,784
+28
+0.7% +$1.93K 0.08% 148
2025
Q2 		$259K Buy
3,756
+16
+0.4% +$1.12K 0.09% 137
2025
Q1 		$251K Buy
3,740
+1
+0% +$65 0.1% 129
2024
Q4 		$238K Sell
3,739
-51
-1% -$3.44K 0.09% 135
2024
Q3 		$277K Buy
3,790
+41
+1% +$2.83K 0.11% 122
2024
Q2 		$232K Sell
3,749
-15
-0.4% -$886 0.11% 129
2024
Q1 		$213K Sell
3,764
-509
-12% -$28.2K 0.11% 138
2023
Q4 		$233K Sell
4,273
-1,521
-26% -$82.1K 0.13% 131
2023
Q3 		$322K Sell
5,794
-179
-3% -$10.3K 0.19% 101
2023
Q2 		$350K Sell
5,973
-450
-7% -$26.7K 0.2% 100
2023
Q1 		$375K Buy
6,423
+863
+16% +$49K 0.24% 92
2022
Q4 		$315K Sell
5,560
-626
-10% -$33.5K 0.23% 99
2022
Q3 		$305K Sell
6,186
-318
-5% -$16.6K 0.22% 103
2022
Q2 		$335K Buy
6,504
+546
+9% +$27.8K 0.23% 100
2022
Q1 		$305K Sell
5,958
-1,226
-17% -$68.2K 0.16% 134
2021
Q4 		$435K Sell
7,184
-2,281
-24% -$135K 0.2% 115
2021
Q3 		$577K Buy
9,465
+4
+0% +$255 0.29% 88
2021
Q2 		$623K Buy
9,461
+150
+2% +$9.97K 0.31% 85
2021
Q1 		$585K Sell
9,311
-850
-8% -$54.1K 0.32% 84
2020
Q4 		$690K Buy
10,161
+1,237
+14% +$83.9K 0.4% 72
2020
Q3 		$619K Sell
8,924
-257
-3% -$17.1K 0.44% 62
2020
Q2 		$567K Buy
9,181
+455
+5% +$27.2K 0.47% 63
2020
Q1 		$496K Buy
8,726
+970
+13% +$60.9K 0.58% 57
2019
Q4 		$499K Sell
7,756
-288
-4% -$19.1K 0.49% 62
2019
Q3 		$544K Buy
8,044
+776
+11% +$53.8K 0.57% 53
2019
Q2 		$507K Buy
7,268
+1,596
+28% +$108K 0.47% 60
2019
Q1 		$368K Buy
+5,672
New +$345K 0.38% 72

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moseley Investment Management's UL Position: Q1 2026 in Review

Moseley Investment Management reduced its Unilever (UL) stake by 2.3% in Q1 2026, selling an estimated $5.9K and leaving 3,664 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #156.

Moseley Investment Management first reported a position in UL in Q1 2019 and has held it in 29 quarters since. The position peaked at $690K in Q4 2020. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Moseley Investment Management held 3,664 shares of Unilever worth $209K as of Q1 2026.
  • Moseley Investment Management sold 88 Unilever shares in Q1 2026, an estimated $5.9K.
  • Unilever made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #156 holding.
  • Moseley Investment Management first reported a position in Unilever in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Unilever position peaked at $690K in Q4 2020.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.