MFS
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Mattson Financial Services’s Unilever UL Stock Holding History

Mattson Financial Services’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 		$307K Buy
4,898
+658
+16% +$38K 0.06% 197
2026
Q1 		$242K Buy
+4,240
New +$284K 0.06% 217

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Fidelity Investments
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GQG Partners
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T. Rowe Price Associates
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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
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mattson Financial Services's UL Position: Q2 2026 in Review

Mattson Financial Services increased its Unilever (UL) stake by 16% in Q2 2026, buying an estimated $38K and bringing the position to 4,898 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #197.

Mattson Financial Services first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Mattson Financial Services held 4,898 shares of Unilever worth $307K as of Q2 2026.
  • Mattson Financial Services bought 658 Unilever shares in Q2 2026, an estimated $38K.
  • Unilever made up 0.06% of Mattson Financial Services's portfolio in Q2 2026, its #197 holding.
  • Mattson Financial Services first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.