MCM
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MAI Capital Management’s Unilever UL Stock Holding History

MAI Capital Management’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 		$2.43M Buy
40,411
+2,370
+6% +$137K 0.01% 650
2026
Q1 		$2.17M Buy
38,041
+1,614
+4% +$108K 0.01% 566
2025
Q4 		$2.38M Buy
36,427
+4,816
+15% +$324K 0.01% 530
2025
Q3 		$2.11M Buy
31,611
+6,875
+28% +$474K 0.01% 527
2025
Q2 		$1.7M Buy
24,736
+1,014
+4% +$71.2K 0.01% 526
2025
Q1 		$1.59M Sell
23,722
-624
-3% -$40.3K 0.01% 526
2024
Q4 		$1.55M Buy
24,346
+1,953
+9% +$132K 0.01% 527
2024
Q3 		$1.64M Sell
22,393
-4,729
-17% -$327K 0.02% 437
2024
Q2 		$1.68M Buy
27,122
+2,767
+11% +$164K 0.02% 452
2024
Q1 		$1.38M Buy
24,355
+8,869
+57% +$491K 0.01% 487
2023
Q4 		$845K Sell
15,486
-27
-0.2% -$1.46K 0.01% 520
2023
Q3 		$862K Sell
15,513
-395
-2% -$22.8K 0.01% 465
2023
Q2 		$933K Buy
15,908
+8
+0.1% +$475 0.01% 449
2023
Q1 		$929K Sell
15,900
-735
-4% -$41.8K 0.01% 442
2022
Q4 		$942K Buy
16,635
+4,866
+41% +$260K 0.02% 421
2022
Q3 		$580K Buy
11,769
+3,696
+46% +$193K 0.01% 512
2022
Q2 		$416K Sell
8,073
-1,079
-12% -$55K 0.01% 592
2022
Q1 		$469K Buy
9,152
+2,352
+35% +$131K 0.01% 580
2021
Q4 		$411K Sell
6,800
-6,280
-48% -$373K 0.01% 628
2021
Q3 		$798K Buy
13,080
+388
+3% +$24.7K 0.02% 413
2021
Q2 		$835K Buy
12,692
+984
+8% +$65.4K 0.02% 395
2021
Q1 		$735K Sell
11,708
-373
-3% -$23.8K 0.02% 401
2020
Q4 		$820K Buy
+12,081
New +$820K 0.02% 362

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

MAI Capital Management's UL Position: Q2 2026 in Review

MAI Capital Management increased its Unilever (UL) stake by 6.2% in Q2 2026, buying an estimated $137K and bringing the position to 40,411 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #650.

MAI Capital Management first reported a position in UL in Q4 2020 and has held it in 23 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • MAI Capital Management held 40,411 shares of Unilever worth $2.43M as of Q2 2026.
  • MAI Capital Management bought 2,370 Unilever shares in Q2 2026, an estimated $137K.
  • Unilever made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #650 holding.
  • MAI Capital Management first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.