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Modera Wealth Management, LLC → UNLYF

Modera Wealth Management, LLC UNLYF Position History

Unilever PLC • Consumer Defensive

Quarters held
5
Latest value
$9.9M
Q3 2026
Peak value
$12.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.8M
Q4 2025$12.1M
Q1 2026$10.1M
Q2 2026$10.1M
Q3 2026$9.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.9M163.1K——
Q2 2026$10.1M167.4K——
Q1 2026$10.1M176.5K——
Q4 2025$12.1M185.3K——
Q3 2025$12.8M215.4K——

Other funds holding UNLYF

Other Modera Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$710.3M
VGES

VANGUARD INDEX FDS

$662.4M
VGES

VANGUARD INDEX FDS

$584.6M
VGES

VANGUARD INDEX FDS

$583.9M
VGES

VANGUARD INDEX FDS

$542.3M
VGES

VANGUARD INDEX FDS

$407.8M
BX

VANGUARD SPECIALIZED FUNDS

$405.1M
VGES

VANGUARD INDEX FDS

$398.9M