MOTCO’s Unilever UL Stock Holding History

MOTCO’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	$3.79M	Sell	66,459 -847	-1%	-$56.8K	0.35%	87
2025 Q4	$4.4M	Buy	67,306 +2,843	+4%	+$191K	0.4%	83
2025 Q3	$4.3M	Buy	64,463 +428	+0.7%	+$29.5K	0.39%	88
2025 Q2	$4.21M	Sell	64,035 -1,157	-2%	-$81.2K	0.4%	82
2025 Q1	$4.37M	Sell	65,192 -8,069	-11%	-$521K	0.46%	84
2024 Q4	$4.67M	Sell	73,261 -2,845	-4%	-$192K	0.48%	83
2024 Q3	$5.56M	Sell	76,106 -9,626	-11%	-$665K	0.56%	73
2024 Q2	$5.3M	Sell	85,732 -1,272	-1%	-$75.2K	0.31%	95
2024 Q1	$4.91M	Buy	87,004 +1,248	+1%	+$69.1K	0.29%	109
2023 Q4	$4.68M	Sell	85,756 -9,623	-10%	-$519K	0.3%	107
2023 Q3	$5.3M	Buy	95,379 +1,487	+2%	+$85.9K	0.36%	102
2023 Q2	$5.51M	Sell	93,892 -3,385	-3%	-$201K	0.36%	102
2023 Q1	$5.68M	Buy	97,277 +1,146	+1%	+$65.1K	0.39%	99
2022 Q4	$5.45M	Sell	96,131 -3,148	-3%	-$168K	0.4%	97
2022 Q3	$4.9M	Buy	99,279 +4,561	+5%	+$238K	0.39%	101
2022 Q2	$4.88M	Sell	94,718 -10,262	-10%	-$523K	0.37%	109
2022 Q1	$5.38M	Buy	104,980 +2,689	+3%	+$150K	0.35%	113
2021 Q4	$6.19M	Buy	102,291 +3,557	+4%	+$211K	0.38%	108
2021 Q3	$6.02M	Buy	98,734 +13,876	+16%	+$884K	0.39%	104
2021 Q2	$5.58M	Buy	84,858 +6,729	+9%	+$447K	0.37%	107
2021 Q1	$4.91M	Buy	78,129 +9,487	+14%	+$604K	0.35%	111
2020 Q4	$4.66M	Sell	68,642 -925	-1%	-$62.8K	0.34%	104
2020 Q3	$4.83M	Buy	69,567 +1,146	+2%	+$76.5K	0.39%	93
2020 Q2	$4.22M	Sell	68,421 -68	-0.1%	-$4.06K	0.36%	98
2020 Q1	$3.9M	Buy	68,489 +4,363	+7%	+$274K	0.39%	92
2019 Q4	$4.12M	Buy	64,126 +760	+1%	+$50.5K	0.35%	104
2019 Q3	$4.28M	Buy	63,366 +3,659	+6%	+$254K	0.38%	96
2019 Q2	$4.16M	Sell	59,707 -32	-0.1%	-$2.17K	0.39%	91
2019 Q1	$3.88M	Buy	59,739 +227	+0.4%	+$13.8K	0.39%	90
2018 Q4	$3.5M	Buy	59,512 +3,041	+5%	+$183K	0.39%	90
2018 Q3	$3.49M	Buy	56,471 +202	+0.4%	+$12.7K	0.35%	93
2018 Q2	$3.5M	Buy	56,269 +1,242	+2%	+$77.2K	0.36%	93
2018 Q1	$3.44M	Buy	55,027 +1,168	+2%	+$71.1K	0.35%	89
2017 Q4	$3.35M	Sell	53,859 -67	-0.1%	-$4.25K	0.34%	93
2017 Q3	$3.52M	Sell	53,926 -3,215	-6%	-$207K	0.36%	89
2017 Q2	$3.48M	Sell	57,141 -3,039	-5%	-$181K	0.36%	94
2017 Q1	$3.34M	Sell	60,180 -114	-0.2%	-$5.77K	0.36%	97
2016 Q4	$2.76M	Buy	60,294 +1,534	+3%	+$71.5K	0.31%	107
2016 Q3	$3.13M	Buy	58,760 +713	+1%	+$37.6K	0.35%	99
2016 Q2	$3.13M	Buy	58,047 +178	+0.3%	+$9.14K	0.35%	99
2016 Q1	$2.94M	Buy	57,869 +301	+0.5%	+$14.6K	0.33%	100
2015 Q4	$2.79M	Buy	57,568 +471	+0.8%	+$23K	0.33%	99
2015 Q3	$2.62M	Buy	57,097 +329	+0.6%	+$15.7K	0.32%	102
2015 Q2	$2.74M	Buy	56,768 +1,307	+2%	+$64.6K	0.31%	102
2015 Q1	$2.6M	Sell	55,461 -568	-1%	-$27.2K	0.29%	105
2014 Q4	$2.55M	Sell	56,029 -2,867	-5%	-$132K	0.27%	110
2014 Q3	$2.78M	Buy	58,896 +2,837	+5%	+$140K	0.29%	113
2014 Q2	$2.86M	Buy	56,059 +3,996	+8%	+$200K	0.31%	107
2014 Q1	$2.5M	Buy	52,063 +243	+0.5%	+$11K	0.29%	113
2013 Q4	$2.4M	Buy	51,820 +1,917	+4%	+$85.8K	0.28%	112
2013 Q3	$2.17M	Buy	49,903 +2,358	+5%	+$107K	0.26%	116
2013 Q2	$2.16M	Buy	+47,545	New	+$2.26M	0.28%	109

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MOTCO's UL Position: Q1 2026 in Review

MOTCO reduced its Unilever (UL) stake by 1.3% in Q1 2026, selling an estimated $56.8K and leaving 66,459 shares worth $3.79M. The position accounts for 0.35% of the portfolio, ranked #87.

MOTCO first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.19M in Q4 2021. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

MOTCO held 66,459 shares of Unilever worth $3.79M as of Q1 2026.
MOTCO sold 847 Unilever shares in Q1 2026, an estimated $56.8K.
Unilever made up 0.35% of MOTCO's portfolio in Q1 2026, its #87 holding.
MOTCO first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
MOTCO's Unilever position peaked at $6.19M in Q4 2021.
1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.