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Mowery & Schoenfeld Wealth Management’s Unilever UL Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-229
Closed -$15K – 482
2025
Q4 		$15K Buy
+229
New +$15.4K 0.02% 210

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Mowery & Schoenfeld Wealth Management's UL Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Unilever (UL) in Q1 2026, closing a stake of 229 shares — an estimated $15K sold.

Mowery & Schoenfeld Wealth Management first reported a position in UL in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 229 Unilever shares in Q1 2026, an estimated $15K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Unilever in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Unilever position peaked at $15K in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.