MIM
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MTM Investment Management’s Unilever UL Stock Holding History

MTM Investment Management’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 		$17.1K Hold
284
– – ﹤0.01% 474
2026
Q1 		$16.2K Hold
284
– – 0.01% 462
2025
Q4 		$18.6K Hold
284
– – 0.01% 449
2025
Q3 		$19K Hold
284
– – 0.01% 456
2025
Q2 		$19.6K Buy
+284
New +$19.9K 0.01% 450

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

MTM Investment Management's UL Position: Q2 2026 in Review

MTM Investment Management held its Unilever (UL) position steady in Q2 2026 at 284 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

MTM Investment Management first reported a position in UL in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.6K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • MTM Investment Management held 284 shares of Unilever worth $17.1K as of Q2 2026.
  • MTM Investment Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #474 holding.
  • MTM Investment Management first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Unilever position peaked at $19.6K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.