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Callan Capital’s Unilever UL Stock Holding History

Callan Capital’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
2025
Q1 		$682K Buy
10,180
+2,299
+29% +$148K 0.05% 163
2024
Q4 		$503K Sell
7,881
-858
-10% -$57.9K 0.04% 176
2024
Q3 		$639K Buy
8,739
+2,837
+48% +$196K 0.04% 150
2024
Q2 		$365K Buy
5,902
+1,080
+22% +$63.8K 0.03% 205
2024
Q1 		$272K Buy
4,822
+695
+17% +$38.5K 0.02% 223
2023
Q4 		$225K Buy
+4,127
New +$223K 0.02% 202

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Callan Capital's UL Position: Q1 2025 in Review

Callan Capital increased its Unilever (UL) stake by 29% in Q1 2025, buying an estimated $148K and bringing the position to 10,180 shares worth $682K. The position accounts for 0.05% of the portfolio, ranked #163.

Callan Capital first reported a position in UL in Q4 2023 and has held it in 6 quarters since. 1,177 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Callan Capital held 10,180 shares of Unilever worth $682K as of Q1 2025.
  • Callan Capital bought 2,299 Unilever shares in Q1 2025, an estimated $148K.
  • Unilever made up 0.05% of Callan Capital's portfolio in Q1 2025, its #163 holding.
  • Callan Capital first reported a position in Unilever in Q4 2023 and has held it in 6 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.