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Corient IA’s Unilever UL Stock Holding History

Corient IA’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 		$117K Sell
1,949
-3,348
-63% -$194K 0.11% 212
2026
Q1 		$302K Hold
5,297
– – 0.28% 140
2025
Q4 		$346K Sell
5,297
-3,592
-40% -$241K 0.33% 126
2025
Q3 		$593K Hold
8,889
– – 0.44% 66
2025
Q2 		$612K Hold
8,889
– – 0.36% 87
2025
Q1 		$596K Buy
+8,889
New +$573K 0.42% 70

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

Corient IA's UL Position: Q2 2026 in Review

Corient IA reduced its Unilever (UL) stake by 63% in Q2 2026, selling an estimated $194K and leaving 1,949 shares worth $117K. The position accounts for 0.11% of the portfolio, ranked #212.

Corient IA first reported a position in UL in Q1 2025 and has held it in 6 quarters since. The position peaked at $612K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Corient IA held 1,949 shares of Unilever worth $117K as of Q2 2026.
  • Corient IA sold 3,348 Unilever shares in Q2 2026, an estimated $194K.
  • Unilever made up 0.11% of Corient IA's portfolio in Q2 2026, its #212 holding.
  • Corient IA first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Unilever position peaked at $612K in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.