Mather Group
UL icon

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
Q3 		$422K Buy
6,948
+175
+3% +$11K ﹤0.01% 584
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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Mather Group's UL Position: Q3 2026 in Review

Mather Group increased its Unilever (UL) stake by 2.6% in Q3 2026, buying an estimated $11K and bringing the position to 6,948 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Mather Group first reported a position in UL in Q4 2021 and has held it in 18 quarters since. The position peaked at $536K in Q2 2024. 328 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Mather Group held 6,948 shares of Unilever worth $422K as of Q3 2026.
  • Mather Group bought 175 Unilever shares in Q3 2026, an estimated $11K.
  • Unilever made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #584 holding.
  • Mather Group first reported a position in Unilever in Q4 2021 and has held it in 18 quarters since.
  • Mather Group's Unilever position peaked at $536K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.