MB, Levis & Associates’s Unilever UL Stock Holding History

MB, Levis & Associates’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 Q1	$41.1K	Hold	722	–	–	0.02%	109
2025 Q4	$47.2K	Sell	722 -1	-0.1%	-$67	0.02%	105
2025 Q3	$48.2K	Hold	723	–	–	0.02%	104
2025 Q2	$49.7K	Hold	723	–	–	0.02%	121
2025 Q1	$48.4K	Hold	723	–	–	0.02%	122
2024 Q4	$46.1K	Hold	723	–	–	0.02%	123
2024 Q3	$52.8K	Hold	723	–	–	0.03%	118
2024 Q2	$44.7K	Hold	723	–	–	0.02%	118
2024 Q1	$40.8K	Hold	723	–	–	0.02%	122
2023 Q4	$39.4K	Hold	723	–	–	0.02%	124
2023 Q3	$40.2K	Hold	723	–	–	0.03%	124
2023 Q2	$42.4K	Hold	723	–	–	0.03%	125
2023 Q1	$42.2K	Hold	723	–	–	0.03%	121
2022 Q4	$40.9K	Buy	+723	New	+$38.7K	0.03%	116

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MB, Levis & Associates's UL Position: Q1 2026 in Review

MB, Levis & Associates held its Unilever (UL) position steady in Q1 2026 at 722 shares worth $41.1K. The position accounts for 0.02% of the portfolio, ranked #109.

MB, Levis & Associates first reported a position in UL in Q4 2022 and has held it in 14 quarters since. The position peaked at $52.8K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

MB, Levis & Associates held 722 shares of Unilever worth $41.1K as of Q1 2026.
MB, Levis & Associates left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.02% of MB, Levis & Associates's portfolio in Q1 2026, its #109 holding.
MB, Levis & Associates first reported a position in Unilever in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's Unilever position peaked at $52.8K in Q3 2024.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.