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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
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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SRIM
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CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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

MJT & Associates Financial Advisory's UL Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Unilever (UL) position steady in Q2 2026 at 180 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #190.

MJT & Associates Financial Advisory first reported a position in UL in Q1 2025 and has held it in 6 quarters since. The position peaked at $14K in Q1 2025. 310 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • MJT & Associates Financial Advisory held 180 shares of Unilever worth $10.8K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #190 holding.
  • MJT & Associates Financial Advisory first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Unilever position peaked at $14K in Q1 2025.
  • 310 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.