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Larry Mathis Financial Planning’s Unilever UL Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-6,644
Closed -$379K – 191
2026
Q1 		$379K Sell
6,644
-45
-0.7% -$3.02K 0.34% 84
2025
Q4 		$437K Buy
+6,689
New +$450K 0.39% 78

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Larry Mathis Financial Planning's UL Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Unilever (UL) in Q2 2026, closing a stake of 6,644 shares — an estimated $379K sold.

Larry Mathis Financial Planning first reported a position in UL in Q4 2025 and held it in 2 quarters. The position peaked at $437K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 6,644 Unilever shares in Q2 2026, an estimated $379K.
  • Larry Mathis Financial Planning first reported a position in Unilever in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Unilever position peaked at $437K in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.