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Choate Investment Advisors’s Unilever UL Stock Holding History

Choate Investment Advisors’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 		$979K Sell
16,286
-868
-5% -$50.2K 0.02% 239
2026
Q1 		$977K Sell
17,154
-110
-0.6% -$7.37K 0.02% 238
2025
Q4 		$1.13M Sell
17,264
-2,930
-15% -$197K 0.02% 216
2025
Q3 		$1.35M Sell
20,194
-1,527
-7% -$105K 0.03% 181
2025
Q2 		$1.49M Sell
21,721
-2,354
-10% -$165K 0.03% 161
2025
Q1 		$1.61M Sell
24,075
-5,038
-17% -$325K 0.04% 147
2024
Q4 		$1.86M Sell
29,113
-1,059
-4% -$71.5K 0.04% 142
2024
Q3 		$2.2M Sell
30,172
-1,248
-4% -$86.3K 0.06% 134
2024
Q2 		$1.94M Sell
31,420
-1,787
-5% -$106K 0.05% 137
2024
Q1 		$1.88M Sell
33,207
-2,041
-6% -$113K 0.05% 151
2023
Q4 		$1.92M Buy
35,248
+16,166
+85% +$872K 0.06% 131
2023
Q3 		$1.06M Buy
19,082
+6,702
+54% +$387K 0.04% 153
2023
Q2 		$726K Buy
12,380
+790
+7% +$46.9K 0.03% 173
2023
Q1 		$677K Hold
11,590
– – 0.03% 155
2022
Q4 		$657K Sell
11,590
-356
-3% -$19.1K 0.04% 157
2022
Q3 		$589K Sell
11,946
-727
-6% -$38K 0.04% 142
2022
Q2 		$653K Buy
+12,673
New +$645K 0.04% 144
2021
Q1 		– Sell
-3,363
Closed -$228K – 309
2020
Q4 		$228K Buy
+3,363
New +$228K 0.01% 228

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Choate Investment Advisors's UL Position: Q2 2026 in Review

Choate Investment Advisors reduced its Unilever (UL) stake by 5.1% in Q2 2026, selling an estimated $50.2K and leaving 16,286 shares worth $979K. The position accounts for 0.02% of the portfolio, ranked #239.

Choate Investment Advisors first reported a position in UL in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.2M in Q3 2024. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Choate Investment Advisors held 16,286 shares of Unilever worth $979K as of Q2 2026.
  • Choate Investment Advisors sold 868 Unilever shares in Q2 2026, an estimated $50.2K.
  • Unilever made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • Choate Investment Advisors first reported a position in Unilever in Q4 2020 and has held it in 18 quarters since.
  • Choate Investment Advisors's Unilever position peaked at $2.2M in Q3 2024.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.