Corient Private Wealth
UL icon

Corient Private Wealth’s Unilever UL Stock Holding History

Corient Private Wealth’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 		$32M Buy
533,030
+93,161
+21% +$5.39M 0.04% 312
2026
Q1 		$25.1M Sell
439,869
-250,669
-36% -$16.8M 0.04% 357
2025
Q4 		$45.2M Sell
690,538
-69,534
-9% -$4.67M 0.06% 257
2025
Q3 		$50.7M Sell
760,072
-95,297
-11% -$6.58M 0.08% 229
2025
Q2 		$58.9M Sell
855,369
-105,807
-11% -$7.42M 0.08% 212
2025
Q1 		$64.4M Sell
961,176
-153,894
-14% -$9.93M 0.11% 188
2024
Q4 		$71.1M Sell
1,115,070
-30,083
-3% -$2.03M 0.12% 176
2024
Q3 		$83.7M Sell
1,145,153
-34,603
-3% -$2.39M 0.13% 159
2024
Q2 		$73M Buy
1,179,756
+15,914
+1% +$940K 0.13% 165
2024
Q1 		$65.7M Sell
1,163,842
-38,355
-3% -$2.12M 0.12% 181
2023
Q4 		$65.6M Buy
1,202,197
+658,989
+121% +$35.6M 0.12% 176
2023
Q3 		$30.2M Buy
543,208
+21,594
+4% +$1.25M 0.07% 277
2023
Q2 		$30.6M Buy
521,614
+98,360
+23% +$5.84M 0.07% 260
2023
Q1 		$24.7M Buy
423,254
+84,954
+25% +$4.83M 0.07% 273
2022
Q4 		$19.2M Buy
+338,300
New +$18.1M 0.07% 273

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 Private Wealth's UL Position: Q2 2026 in Review

Corient Private Wealth increased its Unilever (UL) stake by 21% in Q2 2026, buying an estimated $5.39M and bringing the position to 533,030 shares worth $32M. The position accounts for 0.04% of the portfolio, ranked #312.

Corient Private Wealth first reported a position in UL in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.7M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Corient Private Wealth held 533,030 shares of Unilever worth $32M as of Q2 2026.
  • Corient Private Wealth bought 93,161 Unilever shares in Q2 2026, an estimated $5.39M.
  • Unilever made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #312 holding.
  • Corient Private Wealth first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Unilever position peaked at $83.7M in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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