MPPW
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Mitchell & Pahl Private Wealth’s Unilever UL Stock Holding History

Mitchell & Pahl Private 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 		$1.09M Buy
18,140
+655
+4% +$37.9K 0.4% 83
2026
Q1 		$996K Buy
17,485
+392
+2% +$26.3K 0.4% 90
2025
Q4 		$1.12M Buy
17,093
+100
+0.6% +$6.72K 0.46% 79
2025
Q3 		$1.13M Buy
16,993
+18
+0.1% +$1.24K 0.48% 76
2025
Q2 		$1.17M Buy
16,975
+264
+2% +$18.5K 0.52% 70
2025
Q1 		$1.12M Sell
16,711
-300
-2% -$19.4K 0.52% 70
2024
Q4 		$1.09M Buy
17,011
+1,207
+8% +$81.5K 0.51% 71
2024
Q3 		$1.15M Sell
15,804
-21
-0.1% -$1.45K 0.54% 66
2024
Q2 		$979K Sell
15,825
-26
-0.2% -$1.54K 0.52% 76
2024
Q1 		$895K Buy
15,851
+684
+5% +$37.9K 0.47% 79
2023
Q4 		$827K Sell
15,167
-181
-1% -$9.77K 0.47% 80
2023
Q3 		$853K Buy
15,348
+1,234
+9% +$71.3K 0.51% 71
2023
Q2 		$828K Buy
14,114
+476
+3% +$28.3K 0.5% 68
2023
Q1 		$797K Buy
13,638
+18
+0.1% +$1.02K 0.5% 70
2022
Q4 		$771K Buy
13,620
+232
+2% +$12.4K 0.51% 74
2022
Q3 		$660K Buy
13,388
+402
+3% +$21K 0.49% 79
2022
Q2 		$670K Buy
12,986
+1,381
+12% +$70.3K 0.47% 80
2022
Q1 		$595K Buy
11,605
+1,363
+13% +$75.9K 0.38% 89
2021
Q4 		$620K Buy
10,242
+469
+5% +$27.9K 0.4% 83
2021
Q3 		$596K Buy
9,773
+261
+3% +$16.6K 0.43% 78
2021
Q2 		$626K Buy
9,512
+302
+3% +$20.1K 0.45% 76
2021
Q1 		$578K Buy
9,210
+253
+3% +$16.1K 0.45% 77
2020
Q4 		$608K Buy
+8,957
New +$608K 0.51% 67

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Mitchell & Pahl Private Wealth's UL Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Unilever (UL) stake by 3.7% in Q2 2026, buying an estimated $37.9K and bringing the position to 18,140 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #83.

Mitchell & Pahl Private Wealth first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q2 2025. 213 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 18,140 shares of Unilever worth $1.09M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 655 Unilever shares in Q2 2026, an estimated $37.9K.
  • Unilever made up 0.4% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Unilever position peaked at $1.17M in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.