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MJT & Associates Financial Advisory’s Unilever UL Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$18.3K Buy
301
+121
+67% +$7.6K 0.01% 129
2026
Q2 		$10.8K Hold
180
– – 0.01% 190
2026
Q1 		$10.3K Hold
180
– – 0.01% 173
2025
Q4 		$11.8K Hold
180
– – 0.01% 170
2025
Q3 		$12K Hold
180
– – 0.01% 173
2025
Q2 		$12.4K Sell
180
-29
-14% -$2.04K 0.02% 194
2025
Q1 		$14K Buy
+209
New +$13.5K 0.01% 179

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KFP
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RT
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MCP
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GI
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FFA
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BE
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LJHT
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BFA
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DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

MJT & Associates Financial Advisory's UL Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Unilever (UL) stake by 67% in Q3 2026, buying an estimated $7.6K and bringing the position to 301 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #129.

MJT & Associates Financial Advisory first reported a position in UL in Q1 2025 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • MJT & Associates Financial Advisory held 301 shares of Unilever worth $18.3K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 121 Unilever shares in Q3 2026, an estimated $7.6K.
  • Unilever made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #129 holding.
  • MJT & Associates Financial Advisory first reported a position in Unilever in Q1 2025 and has held it in 7 quarters since.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.