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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
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

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

Matthew Hamilton Rosenberg's UL Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Unilever (UL) stake by 4.3% in Q2 2026, selling an estimated $10.3K and leaving 3,966 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #198.

Matthew Hamilton Rosenberg first reported a position in UL in Q1 2020 and has held it in 26 quarters since. The position peaked at $304K in Q2 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Matthew Hamilton Rosenberg held 3,966 shares of Unilever worth $238K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 179 Unilever shares in Q2 2026, an estimated $10.3K.
  • Unilever made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #198 holding.
  • Matthew Hamilton Rosenberg first reported a position in Unilever in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Unilever position peaked at $304K in Q2 2021.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.