BOK Financial Private Wealth’s Unilever UL Stock Holding History

BOK Financial Private Wealth’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	$4.87K	Buy	+81	New	+$4.68K	﹤0.01%	500
2026 Q1	–	Sell	-444	Closed	-$29K	–	510
2025 Q4	$29K	Hold	444	–	–	﹤0.01%	332
2025 Q3	$29.6K	Hold	444	–	–	﹤0.01%	283
2025 Q2	$30.6K	Hold	444	–	–	﹤0.01%	287
2025 Q1	$29.8K	Sell	444 -568	-56%	-$36.6K	﹤0.01%	305
2024 Q4	$64.6K	Hold	1,012	–	–	﹤0.01%	244
2024 Q3	$74K	Hold	1,012	–	–	0.01%	231
2024 Q2	$62.6K	Hold	1,012	–	–	﹤0.01%	235
2024 Q1	$57.2K	Hold	1,012	–	–	﹤0.01%	247
2023 Q4	$55.2K	Hold	1,012	–	–	﹤0.01%	234
2023 Q3	$56.3K	Hold	1,012	–	–	﹤0.01%	222
2023 Q2	$59.4K	Buy	1,012 +123	+14%	+$7.3K	﹤0.01%	218
2023 Q1	$51.9K	Hold	889	–	–	﹤0.01%	240
2022 Q4	$50.4K	Sell	889 -6,252	-88%	-$335K	﹤0.01%	233
2022 Q3	$352K	Hold	7,141	–	–	0.03%	139
2022 Q2	$368K	Sell	7,141 -129	-2%	-$6.57K	0.03%	142
2022 Q1	$373K	Sell	7,270 -178	-2%	-$9.91K	0.03%	199
2021 Q4	$451K	Buy	+7,448	New	+$442K	0.03%	179

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

BOK Financial Private Wealth's UL Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Unilever (UL) in Q2 2026: 81 shares worth $4.87K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in UL as recently as Q4 2025.

BOK Financial Private Wealth first reported a position in UL in Q4 2021 and has held it in 18 quarters since. The position peaked at $451K in Q4 2021. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

BOK Financial Private Wealth held 81 shares of Unilever worth $4.87K as of Q2 2026.
Unilever was a new BOK Financial Private Wealth position in Q2 2026.
Unilever made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #500 holding.
BOK Financial Private Wealth first reported a position in Unilever in Q4 2021 and has held it in 18 quarters since.
BOK Financial Private Wealth's Unilever position peaked at $451K in Q4 2021.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.