MBL Wealth’s Unilever UL Stock Holding History

MBL Wealth’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	–	Sell	-3,679	Closed	-$210K	–	412
2026 Q1	$210K	Hold	3,679	–	–	0.02%	322
2025 Q4	$241K	Buy	+3,679	New	+$247K	0.02%	263

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MBL Wealth's UL Position: Q2 2026 in Review

MBL Wealth sold out of Unilever (UL) in Q2 2026, closing a stake of 3,679 shares — an estimated $210K sold.

MBL Wealth first reported a position in UL in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

MBL Wealth reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
MBL Wealth sold 3,679 Unilever shares in Q2 2026, an estimated $210K.
MBL Wealth first reported a position in Unilever in Q4 2025 and held it in 2 quarters.
MBL Wealth's Unilever position peaked at $241K in Q4 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.