CFO
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Callan Family Office’s Unilever UL Stock Holding History

Callan 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 		$2.88M Sell
50,480
-3,618
-7% -$243K 0.07% 279
2025
Q4 		$3.54M Buy
54,098
+21,598
+66% +$1.45M 0.08% 241
2025
Q3 		$2.17M Sell
32,500
-8,592
-21% -$593K 0.07% 254
2025
Q2 		$2.83M Buy
41,092
+27,369
+199% +$1.92M 0.09% 229
2025
Q1 		$919K Sell
13,723
-4,369
-24% -$282K 0.07% 226
2024
Q4 		$1.15M Buy
+18,092
New +$1.22M 0.07% 222
2023
Q3 		– Sell
-3,699
Closed -$217K – 114
2023
Q2 		$217K Sell
3,699
-1,007
-21% -$59.8K 0.06% 102
2023
Q1 		$275K Sell
4,706
-102
-2% -$5.79K 0.07% 133
2022
Q4 		$272K Buy
+4,808
New +$257K 0.09% 83

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Callan Family Office reduced its Unilever (UL) stake by 6.7% in Q1 2026, selling an estimated $243K and leaving 50,480 shares worth $2.88M. The position accounts for 0.07% of the portfolio, ranked #279.

Callan Family Office first reported a position in UL in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.54M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Callan Family Office held 50,480 shares of Unilever worth $2.88M as of Q1 2026.
  • Callan Family Office sold 3,618 Unilever shares in Q1 2026, an estimated $243K.
  • Unilever made up 0.07% of Callan Family Office's portfolio in Q1 2026, its #279 holding.
  • Callan Family Office first reported a position in Unilever in Q4 2022 and has held it in 9 quarters since.
  • Callan Family Office's Unilever position peaked at $3.54M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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