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 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 $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

BOK Financial Private Wealth's UL Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Unilever (UL) in Q1 2026, closing a stake of 444 shares — an estimated $29K sold.

BOK Financial Private Wealth first reported a position in UL in Q4 2021 and held it in 17 quarters. The position peaked at $451K in Q4 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

BOK Financial Private Wealth reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
BOK Financial Private Wealth sold 444 Unilever shares in Q1 2026, an estimated $29K.
BOK Financial Private Wealth first reported a position in Unilever in Q4 2021 and held it in 17 quarters.
BOK Financial Private Wealth's Unilever position peaked at $451K in Q4 2021.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.