MHR
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Matthew Hamilton Rosenberg’s Unilever UL Stock Holding History

Matthew Hamilton Rosenberg’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 		$293K Buy
4,827
+861
+22% +$54.1K 0.05% 171
2026
Q2 		$238K Sell
3,966
-179
-4% -$10.3K 0.04% 198
2026
Q1 		$236K Sell
4,145
-216
-5% -$14.5K 0.05% 184
2025
Q4 		$285K Buy
4,361
+517
+13% +$34.7K 0.06% 157
2025
Q3 		$256K Buy
3,844
+75
+2% +$5.18K 0.06% 170
2025
Q2 		$259K Buy
3,769
+238
+7% +$16.7K 0.06% 166
2025
Q1 		$237K Buy
3,531
+600
+20% +$38.7K 0.06% 161
2024
Q4 		$187K Buy
2,931
+1,755
+149% +$119K 0.05% 193
2024
Q3 		$85.9K Hold
1,176
– – 0.02% 345
2024
Q2 		$72.4K Sell
1,176
-1,892
-62% -$112K 0.02% 357
2024
Q1 		$172K Sell
3,068
-304
-9% -$16.8K 0.05% 211
2023
Q4 		$184K Sell
3,372
-314
-9% -$16.9K 0.06% 195
2023
Q3 		$205K Buy
3,686
+234
+7% +$13.5K 0.07% 154
2023
Q2 		$202K Sell
3,452
-72
-2% -$4.28K 0.07% 169
2023
Q1 		$206K Sell
3,524
-415
-11% -$23.6K 0.07% 179
2022
Q4 		$223K Buy
3,939
+52
+1% +$2.78K 0.08% 163
2022
Q3 		$192K Sell
3,887
-29
-0.7% -$1.51K 0.07% 168
2022
Q2 		$204K Sell
3,916
-48
-1% -$2.44K 0.08% 166
2022
Q1 		$203K Buy
3,964
+1,557
+65% +$86.7K 0.07% 184
2021
Q4 		$146K Sell
2,407
-1,682
-41% -$99.9K 0.05% 240
2021
Q3 		$249K Sell
4,089
-534
-12% -$34K 0.1% 131
2021
Q2 		$304K Hold
4,623
– – 0.16% 75
2021
Q1 		$290K Buy
4,623
+531
+13% +$33.8K 0.17% 77
2020
Q4 		$278K Hold
4,092
– – 0.17% 67
2020
Q3 		$284K Buy
4,092
+578
+16% +$38.6K 0.21% 59
2020
Q2 		$217K Buy
3,514
+846
+32% +$50.6K 0.17% 73
2020
Q1 		$152K Buy
+2,668
New +$167K 0.15% 74

Other funds holding UL

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Matthew Hamilton Rosenberg's UL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Unilever (UL) stake by 22% in Q3 2026, buying an estimated $54.1K and bringing the position to 4,827 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #171.

Matthew Hamilton Rosenberg first reported a position in UL in Q1 2020 and has held it in 27 quarters since. The position peaked at $304K in Q2 2021. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Matthew Hamilton Rosenberg held 4,827 shares of Unilever worth $293K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 861 Unilever shares in Q3 2026, an estimated $54.1K.
  • Unilever made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #171 holding.
  • Matthew Hamilton Rosenberg first reported a position in Unilever in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Unilever position peaked at $304K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.