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Matthew Goff Investment Advisor’s Unilever UL Stock Holding History

Matthew Goff Investment Advisor’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
-165,660
Closed -$9.44M – 109
2026
Q1 		$9.44M Sell
165,660
-574
-0.3% -$38.5K 1.57% 23
2025
Q4 		$10.9M Sell
166,234
-4,087
-2% -$275K 1.93% 18
2025
Q3 		$11.4M Sell
170,321
-356
-0.2% -$24.6K 1.94% 15
2025
Q2 		$11.7M Sell
170,677
-1,367
-0.8% -$95.9K 2.17% 14
2025
Q1 		$11.5M Buy
172,044
+1,795
+1% +$116K 2.13% 13
2024
Q4 		$10.9M Buy
170,249
+6
+0% +$405 2.02% 17
2024
Q3 		$12.4M Sell
170,243
-849
-0.5% -$58.7K 2.37% 15
2024
Q2 		$10.6M Buy
171,092
+17,581
+11% +$1.04M 2.16% 15
2024
Q1 		$8.67M Buy
153,511
+5,277
+4% +$292K 1.75% 20
2023
Q4 		$8.08M Sell
148,234
-444
-0.3% -$24K 1.79% 20
2023
Q3 		$8.26M Buy
148,678
+315
+0.2% +$18.2K 1.99% 20
2023
Q2 		$8.7M Buy
148,363
+3,767
+3% +$224K 2.04% 17
2023
Q1 		$8.45M Buy
144,596
+481
+0.3% +$27.3K 2.1% 17
2022
Q4 		$8.16M Buy
144,115
+1,022
+0.7% +$54.7K 2.13% 17
2022
Q3 		$7.06M Buy
143,093
+2,309
+2% +$121K 2.02% 17
2022
Q2 		$7.26M Buy
140,784
+24,600
+21% +$1.25M 1.95% 17
2022
Q1 		$5.96M Buy
116,184
+6,450
+6% +$359K 1.4% 26
2021
Q4 		$6.64M Buy
109,734
+739
+0.7% +$43.9K 1.52% 25
2021
Q3 		$6.65M Buy
108,995
+2,672
+3% +$170K 1.63% 20
2021
Q2 		$7M Buy
106,323
+6,342
+6% +$422K 1.78% 21
2021
Q1 		$6.28M Sell
99,981
-567
-0.6% -$36.1K 1.77% 22
2020
Q4 		$6.83M Buy
100,548
+3,894
+4% +$264K 2.03% 19
2020
Q3 		$6.71M Buy
96,654
+2,824
+3% +$188K 2.14% 21
2020
Q2 		$5.79M Buy
93,830
+686
+0.7% +$41K 1.9% 19
2020
Q1 		$5.3M Buy
93,144
+7,955
+9% +$499K 2.23% 18
2019
Q4 		$5.48M Sell
85,189
-1,226
-1% -$81.4K 2.03% 22
2019
Q3 		$5.84M Buy
86,415
+1,384
+2% +$95.9K 2.41% 17
2019
Q2 		$5.93M Buy
85,031
+3,716
+5% +$252K 2.54% 17
2019
Q1 		$5.28M Buy
81,315
+370
+0.5% +$22.5K 2.44% 19
2018
Q4 		$4.76M Buy
80,945
+3,122
+4% +$188K 2.42% 18
2018
Q3 		$4.81M Buy
77,823
+2,011
+3% +$127K 1.93% 23
2018
Q2 		$4.71M Buy
75,812
+11,995
+19% +$745K 1.84% 24
2018
Q1 		$3.99M Buy
63,817
+4,476
+8% +$272K 1.67% 24
2017
Q4 		$3.69M Buy
59,341
+2,915
+5% +$185K 1.59% 27
2017
Q3 		$3.68M Buy
56,426
+5,651
+11% +$363K 1.58% 27
2017
Q2 		$3.09M Buy
50,775
+4,864
+11% +$290K 2.77% 15
2017
Q1 		$2.55M Buy
+45,911
New +$2.32M 2.44% 16

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Matthew Goff Investment Advisor's UL Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of Unilever (UL) in Q2 2026, closing a stake of 165,660 shares — an estimated $9.44M sold.

Matthew Goff Investment Advisor first reported a position in UL in Q1 2017 and held it in 37 quarters. The position peaked at $12.4M in Q3 2024. 726 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Matthew Goff Investment Advisor reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 165,660 Unilever shares in Q2 2026, an estimated $9.44M.
  • Matthew Goff Investment Advisor first reported a position in Unilever in Q1 2017 and held it in 37 quarters.
  • Matthew Goff Investment Advisor's Unilever position peaked at $12.4M in Q3 2024.
  • 726 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.