MV Capital Management’s Unilever UL Stock Holding History

MV Capital 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 Q1	$4.9K	Buy	+86	New	+$5.76K	﹤0.01%	624
2024 Q4	–	Sell	-55	Closed	-$4.03K	–	1069
2024 Q3	$4.03K	Buy	+55	New	+$3.8K	﹤0.01%	648
2023 Q2	–	Sell	-58	Closed	-$3.38K	–	700
2023 Q1	$3.38K	Buy	+58	New	+$3.29K	﹤0.01%	621
2020 Q3	–	Sell	-460	Closed	-$28K	–	286
2020 Q2	$28K	Buy	+460	New	+$27.5K	0.01%	180

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MV Capital Management's UL Position: Q1 2026 in Review

MV Capital Management opened a new position in Unilever (UL) in Q1 2026: 86 shares worth $4.9K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: MV Capital Management previously reported a position in UL as recently as Q3 2024.

MV Capital Management first reported a position in UL in Q2 2020 and has held it in 4 quarters since. The position peaked at $28K in Q2 2020. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

MV Capital Management held 86 shares of Unilever worth $4.9K as of Q1 2026.
Unilever was a new MV Capital Management position in Q1 2026.
Unilever made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #624 holding.
MV Capital Management first reported a position in Unilever in Q2 2020 and has held it in 4 quarters since.
MV Capital Management's Unilever position peaked at $28K in Q2 2020.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.