MWM
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Mosley Wealth Management’s Unilever UL Stock Holding History

Mosley 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 		$601 Buy
+10
New +$578 ﹤0.01% 615

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HCM
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EIC
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SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Unilever (UL) in Q2 2026: 10 shares worth $601. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings.

745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Mosley Wealth Management held 10 shares of Unilever worth $601 as of Q2 2026.
  • Unilever was a new Mosley Wealth Management position in Q2 2026.
  • Unilever made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #615 holding.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.