MWM
UL icon

Mission Wealth Management’s Unilever UL Stock Holding History

Mission Wealth Management’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 		$987K Buy
16,419
+7,046
+75% +$407K 0.01% 484
2026
Q1 		$534K Sell
9,373
-302
-3% -$20.2K 0.01% 477
2025
Q4 		$633K Sell
9,675
-171
-2% -$11.5K 0.01% 437
2025
Q3 		$657K Sell
9,846
-710
-7% -$49K 0.01% 420
2025
Q2 		$726K Buy
10,556
+336
+3% +$23.6K 0.02% 392
2025
Q1 		$685K Buy
10,220
+142
+1% +$9.16K 0.02% 384
2024
Q4 		$643K Buy
10,078
+709
+8% +$47.9K 0.02% 372
2024
Q3 		$685K Buy
9,369
+1,360
+17% +$94K 0.02% 365
2024
Q2 		$495K Buy
8,009
+2,110
+36% +$125K 0.01% 410
2024
Q1 		$333K Buy
5,899
+1,000
+20% +$55.4K 0.01% 529
2023
Q4 		$267K Buy
4,899
+551
+13% +$29.7K 0.01% 492
2023
Q3 		$242K Buy
4,348
+7
+0.2% +$405 0.01% 481
2023
Q2 		$255K Sell
4,341
-22
-0.5% -$1.31K 0.01% 472
2023
Q1 		$255K Sell
4,363
-151
-3% -$8.58K 0.01% 468
2022
Q4 		$256K Buy
4,514
+124
+3% +$6.64K 0.01% 448
2022
Q3 		$217K Buy
+4,390
New +$229K 0.01% 452
2022
Q2 		– Sell
-5,011
Closed -$257K – 561
2022
Q1 		$257K Sell
5,011
-731
-13% -$40.7K 0.01% 456
2021
Q4 		$347K Buy
5,742
+2,002
+54% +$119K 0.02% 398
2021
Q3 		$228K Buy
3,740
+335
+10% +$21.3K 0.01% 466
2021
Q2 		$224K Sell
3,405
-215
-6% -$14.3K 0.01% 454
2021
Q1 		$227K Buy
3,620
+98
+3% +$6.24K 0.01% 409
2020
Q4 		$239K Buy
+3,522
New +$239K 0.02% 376

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

Mission Wealth Management's UL Position: Q2 2026 in Review

Mission Wealth Management increased its Unilever (UL) stake by 75% in Q2 2026, buying an estimated $407K and bringing the position to 16,419 shares worth $987K. The position accounts for 0.01% of the portfolio, ranked #484.

Mission Wealth Management first reported a position in UL in Q4 2020 and has held it in 22 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Mission Wealth Management held 16,419 shares of Unilever worth $987K as of Q2 2026.
  • Mission Wealth Management bought 7,046 Unilever shares in Q2 2026, an estimated $407K.
  • Unilever made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Mission Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.