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Mount Yale Investment Advisors’s Unilever UL Stock Holding History

Mount Yale Investment Advisors’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 		$2.33M Buy
40,705
+27,966
+220% +$1.87M 0.05% 339
2025
Q4 		$833K Sell
12,739
-12,390
-49% -$833K 0.04% 349
2025
Q3 		$1.68M Sell
25,129
-3,308
-12% -$228K 0.12% 191
2025
Q2 		$1.96M Buy
28,437
+385
+1% +$27K 0.15% 130
2025
Q1 		$1.88M Buy
28,052
+4,822
+21% +$311K 0.16% 125
2024
Q4 		$1.48M Sell
23,230
-104
-0.4% -$7.02K 0.12% 151
2024
Q3 		$1.71M Sell
23,334
-1,059
-4% -$73.2K 0.16% 136
2024
Q2 		$1.51M Sell
24,393
-725
-3% -$42.8K 0.12% 164
2024
Q1 		$1.42M Buy
25,118
+409
+2% +$22.7K 0.11% 173
2023
Q4 		$1.35M Buy
24,709
+642
+3% +$34.6K 0.13% 165
2023
Q3 		$1.34M Buy
24,067
+588
+3% +$34K 0.15% 148
2023
Q2 		$1.38M Sell
23,479
-645
-3% -$38.3K 0.15% 147
2023
Q1 		$1.41M Buy
24,124
+1,050
+5% +$59.7K 0.16% 136
2022
Q4 		$1.31M Buy
23,074
+406
+2% +$21.7K 0.15% 146
2022
Q3 		$1.12M Buy
22,668
+5,829
+35% +$305K 0.15% 151
2022
Q2 		$868K Buy
16,839
+3,161
+23% +$161K 0.11% 187
2022
Q1 		$701K Buy
13,678
+2,807
+26% +$156K 0.08% 251
2021
Q4 		$658K Buy
10,871
+844
+8% +$50.1K 0.07% 257
2021
Q3 		$612K Buy
+10,027
New +$639K 0.07% 251
2020
Q1 		– Sell
-5,244
Closed -$353K – 335
2019
Q4 		$353K Buy
+5,244
New +$348K 0.06% 259
2019
Q2 		– Sell
-8,242
Closed -$535K – 343
2019
Q1 		$535K Buy
+8,242
New +$502K 0.1% 163
2018
Q4 		– Sell
-1,435
Closed -$87K – 762
2018
Q3 		$87K Buy
1,435
+447
+45% +$28.2K 0.02% 487
2018
Q2 		$61K Buy
988
+219
+28% +$13.6K 0.01% 596
2018
Q1 		$48K Buy
+769
New +$46.8K 0.01% 623

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's UL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Unilever (UL) stake by 220% in Q1 2026, buying an estimated $1.87M and bringing the position to 40,705 shares worth $2.33M. The position accounts for 0.05% of the portfolio, ranked #339.

Mount Yale Investment Advisors first reported a position in UL in Q1 2018 and has held it in 24 quarters since. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Mount Yale Investment Advisors held 40,705 shares of Unilever worth $2.33M as of Q1 2026.
  • Mount Yale Investment Advisors bought 27,966 Unilever shares in Q1 2026, an estimated $1.87M.
  • Unilever made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #339 holding.
  • Mount Yale Investment Advisors first reported a position in Unilever in Q1 2018 and has held it in 24 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.