Boston Family Office’s Unilever UL Stock Holding History

Boston Family Office’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	-3,120	Closed	-$204K	–	320
2025 Q4	$204K	Sell	3,120 -1	-0%	-$67	0.01%	306
2025 Q3	$208K	Hold	3,121	–	–	0.01%	291
2025 Q2	$215K	Hold	3,121	–	–	0.01%	276
2025 Q1	$209K	Buy	+3,121	New	+$201K	0.01%	272
2024 Q4	–	Sell	-3,121	Closed	-$228K	–	283
2024 Q3	$228K	Sell	3,121 -344	-10%	-$23.8K	0.02%	259
2024 Q2	$214K	Sell	3,465 -171	-5%	-$10.1K	0.02%	254
2024 Q1	$205K	Sell	3,636 -844	-19%	-$46.8K	0.01%	254
2023 Q4	$244K	Hold	4,480	–	–	0.02%	233
2023 Q3	$249K	Hold	4,480	–	–	0.02%	227
2023 Q2	$262K	Sell	4,480 -356	-7%	-$21.1K	0.02%	230
2023 Q1	$282K	Hold	4,836	–	–	0.02%	231
2022 Q4	$274K	Hold	4,836	–	–	0.02%	239
2022 Q3	$238K	Hold	4,836	–	–	0.02%	246
2022 Q2	$249K	Hold	4,836	–	–	0.02%	243
2022 Q1	$248K	Sell	4,836 -888	-16%	-$49.4K	0.02%	263
2021 Q4	$346K	Hold	5,724	–	–	0.02%	237
2021 Q3	$349K	Sell	5,724 -169	-3%	-$10.8K	0.03%	230
2021 Q2	$388K	Hold	5,893	–	–	0.03%	223
2021 Q1	$370K	Hold	5,893	–	–	0.03%	228
2020 Q4	$400K	Hold	5,893	–	–	0.03%	217
2020 Q3	$409K	Hold	5,893	–	–	0.04%	192
2020 Q2	$364K	Hold	5,893	–	–	0.04%	199
2020 Q1	$335K	Hold	5,893	–	–	0.04%	199
2019 Q4	$379K	Hold	5,893	–	–	0.04%	213
2019 Q3	$398K	Sell	5,893 -36	-0.6%	-$2.5K	0.04%	211
2019 Q2	$413K	Sell	5,929 -49	-0.8%	-$3.33K	0.04%	207
2019 Q1	$388K	Sell	5,978 -155	-3%	-$9.44K	0.04%	211
2018 Q4	$361K	Buy	6,133 +400	+7%	+$24.1K	0.04%	208
2018 Q3	$355K	Hold	5,733	–	–	0.04%	226
2018 Q2	$357K	Hold	5,733	–	–	0.04%	220
2018 Q1	$358K	Hold	5,733	–	–	0.04%	216
2017 Q4	$357K	Sell	5,733 -258	-4%	-$16.4K	0.04%	220
2017 Q3	$391K	Hold	5,991	–	–	0.04%	213
2017 Q2	$365K	Buy	5,991 +169	+3%	+$10.1K	0.04%	213
2017 Q1	$323K	Sell	5,822 -1,822	-24%	-$92.2K	0.04%	213
2016 Q4	$350K	Buy	7,644 +488	+7%	+$22.7K	0.05%	206
2016 Q3	$382K	Hold	7,156	–	–	0.05%	200
2016 Q2	$386K	Hold	7,156	–	–	0.05%	199
2016 Q1	$364K	Hold	7,156	–	–	0.05%	201
2015 Q4	$347K	Hold	7,156	–	–	0.05%	200
2015 Q3	$328K	Hold	7,156	–	–	0.05%	203
2015 Q2	$346K	Buy	7,156 +894	+14%	+$44.2K	0.04%	216
2015 Q1	$294K	Hold	6,262	–	–	0.04%	228
2014 Q4	$285K	Sell	6,262 -1,000	-14%	-$45.9K	0.04%	231
2014 Q3	$342K	Hold	7,262	–	–	0.04%	217
2014 Q2	$370K	Hold	7,262	–	–	0.05%	222
2014 Q1	$350K	Buy	7,262 +400	+6%	+$18.1K	0.05%	220
2013 Q4	$318K	Sell	6,862 -8,018	-54%	-$359K	0.04%	219
2013 Q3	$646K	Hold	14,880	–	–	0.09%	170
2013 Q2	$677K	Buy	+14,880	New	+$707K	0.1%	167

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Family Office's UL Position: Q1 2026 in Review

Boston Family Office sold out of Unilever (UL) in Q1 2026, closing a stake of 3,120 shares — an estimated $204K sold.

Boston Family Office first reported a position in UL in Q2 2013 and held it in 50 quarters. The position peaked at $677K in Q2 2013. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Boston Family Office reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
Boston Family Office sold 3,120 Unilever shares in Q1 2026, an estimated $204K.
Boston Family Office first reported a position in Unilever in Q2 2013 and held it in 50 quarters.
Boston Family Office's Unilever position peaked at $677K in Q2 2013.
1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.