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Mayflower Financial Advisors’s Unilever UL Stock Holding History

Mayflower Financial Advisors’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 		$230K Sell
3,822
-234
-6% -$13.5K 0.02% 444
2026
Q1 		$231K Sell
4,056
-35
-0.9% -$2.35K 0.03% 407
2025
Q4 		$268K Buy
4,091
+98
+2% +$6.59K 0.03% 357
2025
Q3 		$266K Buy
3,993
+127
+3% +$8.77K 0.03% 355
2025
Q2 		$266K Buy
3,866
+135
+4% +$9.47K 0.04% 334
2025
Q1 		$250K Sell
3,731
-83
-2% -$5.36K 0.04% 339
2024
Q4 		$243K Sell
3,814
-56
-1% -$3.78K 0.04% 338
2024
Q3 		$283K Buy
3,870
+143
+4% +$9.88K 0.04% 300
2024
Q2 		$231K Buy
3,727
+148
+4% +$8.75K 0.04% 320
2024
Q1 		$202K Buy
+3,579
New +$198K 0.03% 342
2023
Q4 		– Sell
-4,619
Closed -$257K – 360
2023
Q3 		$257K Buy
4,619
+201
+5% +$11.6K 0.04% 273
2023
Q2 		$259K Sell
4,418
-8
-0.2% -$475 0.03% 298
2023
Q1 		$259K Buy
4,426
+130
+3% +$7.39K 0.03% 289
2022
Q4 		$243K Sell
4,296
-106
-2% -$5.67K 0.03% 294
2022
Q3 		$217K Buy
4,402
+35
+0.8% +$1.83K 0.04% 295
2022
Q2 		$225K Buy
4,367
+33
+0.8% +$1.68K 0.03% 294
2022
Q1 		$222K Buy
4,334
+88
+2% +$4.9K 0.03% 317
2021
Q4 		$257K Hold
4,246
– – 0.03% 291
2021
Q3 		$251K Sell
4,246
-242
-5% -$15.4K 0.03% 283
2021
Q2 		$295K Sell
4,488
-395
-8% -$26.3K 0.04% 249
2021
Q1 		$307K Buy
4,883
+291
+6% +$18.5K 0.05% 229
2020
Q4 		$312K Buy
+4,592
New +$312K 0.05% 202

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Mayflower Financial Advisors's UL Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Unilever (UL) stake by 5.8% in Q2 2026, selling an estimated $13.5K and leaving 3,822 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #444.

Mayflower Financial Advisors first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $312K in Q4 2020. 385 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Mayflower Financial Advisors held 3,822 shares of Unilever worth $230K as of Q2 2026.
  • Mayflower Financial Advisors sold 234 Unilever shares in Q2 2026, an estimated $13.5K.
  • Unilever made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #444 holding.
  • Mayflower Financial Advisors first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Mayflower Financial Advisors's Unilever position peaked at $312K in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.