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 Q2	$4.63K	Sell	77 -9	-10%	-$520	﹤0.01%	663
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 $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

MV Capital Management's UL Position: Q2 2026 in Review

MV Capital Management reduced its Unilever (UL) stake by 10% in Q2 2026, selling an estimated $520 and leaving 77 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

MV Capital Management first reported a position in UL in Q2 2020 and has held it in 5 quarters since. The position peaked at $28K in Q2 2020. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

MV Capital Management held 77 shares of Unilever worth $4.63K as of Q2 2026.
MV Capital Management sold 9 Unilever shares in Q2 2026, an estimated $520.
Unilever made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #663 holding.
MV Capital Management first reported a position in Unilever in Q2 2020 and has held it in 5 quarters since.
MV Capital Management's Unilever position peaked at $28K in Q2 2020.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.