Skip to main content

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

UL holding history

Unilever PLC in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
167,403
Value
$10.1M
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of UL by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026167,403$10.1M0.1%−9,139−5.2%ReducedHolders
Q1 2026176,542$10.1M0.1%−8,786−4.7%ReducedHolders
Q4 2025185,328$12.1M0.1%−30,051−14.0%ReducedHolders
Q3 2025215,379$12.8M0.1%−6,258−2.8%ReducedHolders
Q2 2025221,637$13.6M0.2%−6,790−3.0%ReducedHolders
Q1 2025228,427$13.6M0.2%−8,203−3.5%ReducedHolders
Q4 2024236,630$13.4M0.2%−4,211−1.7%ReducedHolders
Q3 2024240,841$15.6M0.2%−712−0.3%ReducedHolders
Q2 2024241,553$13.3M0.2%−251−0.1%ReducedHolders
Q1 2024241,804$12.1M0.2%+3,816+1.6%AddedHolders
Q4 2023237,988$11.5M0.2%+7,589+3.3%AddedHolders
Q3 2023230,399$11.4M0.2%+35,257+18.1%AddedHolders
Q2 2023195,142$10.2M0.2%+195,142NewHolders