Mezzasalma Advisors’s Unilever UL Stock Holding History

Mezzasalma 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	$669K	Buy	11,129 +1,100	+11%	+$63.6K	0.13%	92
2026 Q1	$571K	Buy	10,029 +1,313	+15%	+$88K	0.15%	86
2025 Q4	$567K	Sell	8,716 -276	-3%	-$18.5K	0.14%	91
2025 Q3	$600K	Buy	8,992 +316	+4%	+$21.8K	0.15%	83
2025 Q2	$597K	Sell	8,676 -1,568	-15%	-$110K	0.18%	73
2025 Q1	$686K	Sell	10,244 -117	-1%	-$7.55K	0.24%	61
2024 Q4	$661K	Buy	10,361 +1,481	+17%	+$100K	0.21%	58
2024 Q3	$649K	Buy	8,880 +284	+3%	+$19.6K	0.26%	43
2024 Q2	$532K	Buy	8,596 +3,312	+63%	+$196K	0.23%	44
2024 Q1	$298K	Buy	+5,284	New	+$293K	0.14%	79

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

Mezzasalma Advisors's UL Position: Q2 2026 in Review

Mezzasalma Advisors increased its Unilever (UL) stake by 11% in Q2 2026, buying an estimated $63.6K and bringing the position to 11,129 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #92.

Mezzasalma Advisors first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $686K in Q1 2025. 1,195 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Mezzasalma Advisors held 11,129 shares of Unilever worth $669K as of Q2 2026.
Mezzasalma Advisors bought 1,100 Unilever shares in Q2 2026, an estimated $63.6K.
Unilever made up 0.13% of Mezzasalma Advisors's portfolio in Q2 2026, its #92 holding.
Mezzasalma Advisors first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
Mezzasalma Advisors's Unilever position peaked at $686K in Q1 2025.
1,195 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.