MFG
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Merit Financial Group’s Unilever UL Stock Holding History

Merit Financial Group’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 		$2.59M Buy
43,077
+1,279
+3% +$73.9K 0.02% 641
2026
Q1 		$2.38M Sell
41,798
-83
-0.2% -$5.56K 0.02% 601
2025
Q4 		$2.74M Buy
41,881
+5,453
+15% +$366K 0.02% 528
2025
Q3 		$2.43M Buy
36,428
+190
+0.5% +$13.1K 0.02% 501
2025
Q2 		$2.49M Buy
36,238
+11,537
+47% +$810K 0.03% 447
2025
Q1 		$1.65M Buy
24,701
+11,971
+94% +$772K 0.02% 486
2024
Q4 		$812K Buy
12,730
+3,984
+46% +$269K 0.01% 559
2024
Q3 		$639K Sell
8,746
-5,221
-37% -$361K 0.01% 510
2024
Q2 		$864K Buy
13,967
+983
+8% +$58.1K 0.02% 453
2024
Q1 		$761K Buy
12,984
+6,942
+115% +$385K 0.02% 468
2023
Q4 		$330K Buy
6,042
+1,379
+30% +$74.4K 0.01% 598
2023
Q3 		$259K Sell
4,663
-26
-0.6% -$1.5K 0.01% 631
2023
Q2 		$275K Buy
+4,689
New +$278K 0.01% 609

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merit Financial Group's UL Position: Q2 2026 in Review

Merit Financial Group increased its Unilever (UL) stake by 3.1% in Q2 2026, buying an estimated $73.9K and bringing the position to 43,077 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #641.

Merit Financial Group first reported a position in UL in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.74M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Merit Financial Group held 43,077 shares of Unilever worth $2.59M as of Q2 2026.
  • Merit Financial Group bought 1,279 Unilever shares in Q2 2026, an estimated $73.9K.
  • Unilever made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #641 holding.
  • Merit Financial Group first reported a position in Unilever in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Unilever position peaked at $2.74M in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.