Boit C.F. David’s Unilever UL Stock Holding History

Boit C.F. David’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	$658K	Hold	11,555	–	–	0.29%	57
2025 Q4	$742K	Sell	11,555 -1	-0%	-$67	0.32%	51
2025 Q3	$771K	Hold	11,556	–	–	0.35%	50
2025 Q2	$795K	Hold	11,556	–	–	0.38%	51
2025 Q1	$774K	Hold	11,556	–	–	0.39%	48
2024 Q4	$737K	Hold	11,556	–	–	0.3%	51
2024 Q3	$834K	Hold	11,556	–	–	0.41%	43
2024 Q2	$715K	Buy	+11,556	New	+$683K	0.37%	47
2024 Q1	–	Sell	-11,556	Closed	-$634K	–	127
2023 Q4	$634K	Hold	11,556	–	–	0.36%	47
2023 Q3	$634K	Hold	11,556	–	–	0.43%	44
2023 Q2	$678K	Hold	11,556	–	–	0.45%	40
2023 Q1	$700K	Hold	11,556	–	–	0.48%	40
2022 Q4	$655K	Hold	11,556	–	–	0.47%	41
2022 Q3	$570K	Buy	+11,556	New	+$604K	0.46%	42
2022 Q1	$699K	Hold	11,556	–	–	0.46%	46
2021 Q4	$699K	Sell	11,556 -1,777	-13%	-$106K	0.44%	45
2021 Q3	$813K	Hold	13,333	–	–	0.56%	43
2021 Q2	$878K	Buy	+13,333	New	+$887K	0.67%	39

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

Boit C.F. David's UL Position: Q1 2026 in Review

Boit C.F. David held its Unilever (UL) position steady in Q1 2026 at 11,555 shares worth $658K. The position accounts for 0.29% of the portfolio, ranked #57.

Boit C.F. David first reported a position in UL in Q2 2021 and has held it in 18 quarters since. The position peaked at $878K in Q2 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Boit C.F. David held 11,555 shares of Unilever worth $658K as of Q1 2026.
Boit C.F. David left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.29% of Boit C.F. David's portfolio in Q1 2026, its #57 holding.
Boit C.F. David first reported a position in Unilever in Q2 2021 and has held it in 18 quarters since.
Boit C.F. David's Unilever position peaked at $878K in Q2 2021.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.