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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
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 $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

Choate Investment Advisors's UL Position: Q1 2026 in Review

Choate Investment Advisors reduced its Unilever (UL) stake by 0.64% in Q1 2026, selling an estimated $7.37K and leaving 17,154 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #238.

Choate Investment Advisors first reported a position in UL in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.2M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Choate Investment Advisors held 17,154 shares of Unilever worth $977K as of Q1 2026.
  • Choate Investment Advisors sold 110 Unilever shares in Q1 2026, an estimated $7.37K.
  • Unilever made up 0.02% of Choate Investment Advisors's portfolio in Q1 2026, its #238 holding.
  • Choate Investment Advisors first reported a position in Unilever in Q4 2020 and has held it in 17 quarters since.
  • Choate Investment Advisors's Unilever position peaked at $2.2M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.