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 Q2	$270K	Buy	4,495 +549	+14%	+$31.7K	﹤0.01%	388
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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors's UL Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Unilever (UL) stake by 14% in Q2 2026, buying an estimated $31.7K and bringing the position to 4,495 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Forvis Mazars Wealth Advisors first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $512K in Q2 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,495 shares of Unilever worth $270K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 549 Unilever shares in Q2 2026, an estimated $31.7K.
Unilever made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #388 holding.
Forvis Mazars Wealth Advisors first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
Forvis Mazars Wealth Advisors's Unilever position peaked at $512K in Q2 2023.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.