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Forvis Mazars Wealth Advisors’s Unilever UL Stock Holding History

Forvis Mazars Wealth 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 		$225K Buy
3,946
+378
+11% +$25.3K ﹤0.01% 390
2025
Q4 		$233K Buy
3,568
+126
+4% +$8.47K ﹤0.01% 383
2025
Q3 		$230K Sell
3,442
-1,697
-33% -$117K ﹤0.01% 387
2025
Q2 		$354K Buy
5,139
+419
+9% +$29.4K 0.01% 338
2025
Q1 		$316K Buy
4,720
+1,035
+28% +$66.8K 0.01% 341
2024
Q4 		$235K Sell
3,685
-165
-4% -$11.1K 0.01% 404
2024
Q3 		$281K Buy
3,850
+35
+0.9% +$2.42K 0.01% 392
2024
Q2 		$236K Buy
3,815
+75
+2% +$4.43K 0.01% 381
2024
Q1 		$211K Sell
3,740
-947
-20% -$52.5K 0.01% 382
2023
Q4 		$256K Buy
4,687
+19
+0.4% +$1.02K 0.01% 350
2023
Q3 		$259K Sell
4,668
-4,068
-47% -$235K 0.01% 345
2023
Q2 		$512K Buy
8,736
+3,896
+80% +$231K 0.02% 290
2023
Q1 		$283K Sell
4,840
-124
-2% -$7.04K 0.01% 345
2022
Q4 		$281K Sell
4,964
-243
-5% -$13K 0.01% 333
2022
Q3 		$257K Sell
5,207
-268
-5% -$14K 0.01% 343
2022
Q2 		$282K Buy
5,475
+1,208
+28% +$61.5K 0.01% 328
2022
Q1 		$219K Buy
4,267
+656
+18% +$36.5K 0.01% 284
2021
Q4 		$218K Buy
+3,611
New +$215K 0.01% 273

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 $295B AUM 31.6% 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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forvis Mazars Wealth Advisors's UL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Unilever (UL) stake by 11% in Q1 2026, buying an estimated $25.3K and bringing the position to 3,946 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Forvis Mazars Wealth Advisors first reported a position in UL in Q4 2021 and has held it in 18 quarters since. The position peaked at $512K in Q2 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 3,946 shares of Unilever worth $225K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 378 Unilever shares in Q1 2026, an estimated $25.3K.
  • Unilever made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #390 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Unilever in Q4 2021 and has held it in 18 quarters since.
  • Forvis Mazars Wealth Advisors's Unilever position peaked at $512K in Q2 2023.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.