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 Q3	$43.8K	Hold	722	–	–	0.02%	109
2026 Q2	$43.4K	Hold	722	–	–	0.02%	114
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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

MB, Levis & Associates's UL Position: Q3 2026 in Review

MB, Levis & Associates held its Unilever (UL) position steady in Q3 2026 at 722 shares worth $43.8K. 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 16 quarters since. The position peaked at $52.8K in Q3 2024. 329 funds tracked by Wall St. Rank hold UL as of Q3 2026.

MB, Levis & Associates held 722 shares of Unilever worth $43.8K as of Q3 2026.
MB, Levis & Associates left its Unilever share count unchanged in Q3 2026.
Unilever made up 0.02% of MB, Levis & Associates's portfolio in Q3 2026, its #109 holding.
MB, Levis & Associates first reported a position in Unilever in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Unilever position peaked at $52.8K in Q3 2024.
329 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.