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Mather Group’s Unilever UL Stock Holding History

Mather Group’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 		$407K Buy
6,773
+313
+5% +$18.1K ﹤0.01% 592
2026
Q1 		$368K Sell
6,460
-197
-3% -$13.2K ﹤0.01% 566
2025
Q4 		$435K Buy
6,657
+293
+5% +$19.7K ﹤0.01% 440
2025
Q3 		$424K Buy
6,364
+223
+4% +$15.4K ﹤0.01% 435
2025
Q2 		$423K Sell
6,141
-182
-3% -$12.8K ﹤0.01% 419
2025
Q1 		$424K Buy
6,323
+292
+5% +$18.8K ﹤0.01% 415
2024
Q4 		$385K Buy
6,031
+134
+2% +$9.05K 0.01% 409
2024
Q3 		$431K Sell
5,897
-3,596
-38% -$249K 0.01% 398
2024
Q2 		$536K Buy
9,493
+1,001
+12% +$59.2K 0.01% 401
2024
Q1 		$463K Buy
8,492
+160
+2% +$8.86K 0.01% 355
2023
Q4 		$454K Sell
8,332
-4
-0% -$216 0.01% 372
2023
Q3 		$463K Buy
8,336
+40
+0.5% +$2.31K 0.01% 340
2023
Q2 		$487K Sell
8,296
-419
-5% -$24.9K 0.01% 354
2023
Q1 		$509K Buy
8,715
+3,783
+77% +$215K 0.01% 321
2022
Q4 		$279K Hold
4,932
– – 0.01% 402
2022
Q3 		$243K Buy
+4,932
New +$258K 0.01% 411
2022
Q1 		– Sell
-4,164
Closed -$252K – 473
2021
Q4 		$252K Buy
+4,164
New +$247K ﹤0.01% 325

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

Mather Group's UL Position: Q2 2026 in Review

Mather Group increased its Unilever (UL) stake by 4.8% in Q2 2026, buying an estimated $18.1K and bringing the position to 6,773 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Mather Group first reported a position in UL in Q4 2021 and has held it in 17 quarters since. The position peaked at $536K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Mather Group held 6,773 shares of Unilever worth $407K as of Q2 2026.
  • Mather Group bought 313 Unilever shares in Q2 2026, an estimated $18.1K.
  • Unilever made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #592 holding.
  • Mather Group first reported a position in Unilever in Q4 2021 and has held it in 17 quarters since.
  • Mather Group's Unilever position peaked at $536K in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.