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 Q2	$2.89M	Sell	48,017 -2,463	-5%	-$142K	0.06%	301
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 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 22.9% 1-Year Est. Return

Callan Family Office's UL Position: Q2 2026 in Review

Callan Family Office reduced its Unilever (UL) stake by 4.9% in Q2 2026, selling an estimated $142K and leaving 48,017 shares worth $2.89M. The position accounts for 0.06% of the portfolio, ranked #301.

Callan Family Office first reported a position in UL in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.54M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Callan Family Office held 48,017 shares of Unilever worth $2.89M as of Q2 2026.
Callan Family Office sold 2,463 Unilever shares in Q2 2026, an estimated $142K.
Unilever made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #301 holding.
Callan Family Office first reported a position in Unilever in Q4 2022 and has held it in 10 quarters since.
Callan Family Office's Unilever position peaked at $3.54M in Q4 2025.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.