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Mar Vista Investment Partners’s Unilever UL Stock Holding History

Mar Vista Investment Partners’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 		$19.7M Buy
344,958
+8,491
+3% +$569K 1.97% 24
2025
Q4 		$22.1M Sell
336,467
-13,692
-4% -$920K 2.03% 24
2025
Q3 		$23.4M Sell
350,159
-106,397
-23% -$7.34M 2.03% 25
2025
Q2 		$31.4M Sell
456,556
-6,625
-1% -$465K 2.41% 21
2025
Q1 		$31M Sell
463,181
-35,729
-7% -$2.3M 2.55% 21
2024
Q4 		$31.8M Buy
498,910
+118,353
+31% +$7.99M 2.18% 24
2024
Q3 		$27.8M Buy
380,557
+234,708
+161% +$16.2M 1.77% 28
2024
Q2 		$9.02M Buy
145,849
+6,009
+4% +$355K 0.44% 34
2024
Q1 		$7.9M Buy
139,840
+28,308
+25% +$1.57M 0.34% 34
2023
Q4 		$6.08M Buy
111,532
+15,024
+16% +$811K 0.28% 34
2023
Q3 		$5.36M Buy
96,508
+2,904
+3% +$168K 0.26% 34
2023
Q2 		$5.49M Buy
93,604
+269
+0.3% +$16K 0.23% 35
2023
Q1 		$5.45M Buy
93,335
+41,249
+79% +$2.34M 0.24% 33
2022
Q4 		$2.95M Buy
52,086
+2,839
+6% +$152K 0.13% 39
2022
Q3 		$2.43M Sell
49,247
-1,050
-2% -$54.9K 0.11% 41
2022
Q2 		$2.59M Buy
50,297
+50,171
+39,818% +$2.56M 0.11% 44
2022
Q1 		$6K Sell
126
-945,542
-100% -$52.6M ﹤0.01% 68
2021
Q4 		$57.2M Sell
945,668
-261,615
-22% -$15.5M 1.55% 32
2021
Q3 		$73.6M Sell
1,207,283
-53,981
-4% -$3.44M 1.9% 25
2021
Q2 		$83M Sell
1,261,264
-174,162
-12% -$11.6M 2.05% 24
2021
Q1 		$90.2M Buy
1,435,426
+31,277
+2% +$1.99M 2.09% 24
2020
Q4 		$95.3M Buy
+1,404,149
New +$95.3M 2.36% 23

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

Mar Vista Investment Partners's UL Position: Q1 2026 in Review

Mar Vista Investment Partners increased its Unilever (UL) stake by 2.5% in Q1 2026, buying an estimated $569K and bringing the position to 344,958 shares worth $19.7M. The position accounts for 1.97% of the portfolio, ranked #24.

Mar Vista Investment Partners first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $95.3M in Q4 2020. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Mar Vista Investment Partners held 344,958 shares of Unilever worth $19.7M as of Q1 2026.
  • Mar Vista Investment Partners bought 8,491 Unilever shares in Q1 2026, an estimated $569K.
  • Unilever made up 1.97% of Mar Vista Investment Partners's portfolio in Q1 2026, its #24 holding.
  • Mar Vista Investment Partners first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Mar Vista Investment Partners's Unilever position peaked at $95.3M in Q4 2020.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Mar Vista Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.