MFWP
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Mosaic Family Wealth Partners’s Unilever UL Stock Holding History

Mosaic Family Wealth Partners’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 		$1.01M Buy
16,724
+6,958
+71% +$402K 0.07% 215
2026
Q1 		$556K Buy
+9,766
New +$655K 0.06% 171

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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
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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

Mosaic Family Wealth Partners's UL Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Unilever (UL) stake by 71% in Q2 2026, buying an estimated $402K and bringing the position to 16,724 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #215.

Mosaic Family Wealth Partners first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Mosaic Family Wealth Partners held 16,724 shares of Unilever worth $1.01M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 6,958 Unilever shares in Q2 2026, an estimated $402K.
  • Unilever made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Mosaic Family Wealth Partners first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.