MPWM Advisory Solutions’s Unilever UL Stock Holding History

MPWM Advisory Solutions’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	$1.74K	Hold	29	–	–	﹤0.01%	507
2026 Q1	$1.65K	Hold	29	–	–	﹤0.01%	507
2025 Q4	$1.9K	Hold	29	–	–	﹤0.01%	467
2025 Q3	$1.96K	Hold	29	–	–	﹤0.01%	433
2025 Q2	$2.02K	Hold	29	–	–	﹤0.01%	441
2025 Q1	$1.97K	Hold	29	–	–	﹤0.01%	462
2024 Q4	$1.87K	Buy	+29	New	+$1.96K	﹤0.01%	472

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MPWM Advisory Solutions's UL Position: Q2 2026 in Review

MPWM Advisory Solutions held its Unilever (UL) position steady in Q2 2026 at 29 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

MPWM Advisory Solutions first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

MPWM Advisory Solutions held 29 shares of Unilever worth $1.74K as of Q2 2026.
MPWM Advisory Solutions left its Unilever share count unchanged in Q2 2026.
Unilever made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #507 holding.
MPWM Advisory Solutions first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Unilever position peaked at $2.02K in Q2 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.