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
Q1 		$25.1M Sell
439,869
-948,261
-68% -$63.6M 0.04% 357
2025
Q4 		$90.4M Buy
1,388,130
+628,058
+83% +$42.2M 0.06% 262
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 $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

Corient Private Wealth's UL Position: Q1 2026 in Review

Corient Private Wealth reduced its Unilever (UL) stake by 68% in Q1 2026, selling an estimated $63.6M and leaving 439,869 shares worth $25.1M. The position accounts for 0.04% of the portfolio, ranked #357.

Corient Private Wealth first reported a position in UL in Q4 2022 and has held it in 14 quarters since. The position peaked at $90.4M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Corient Private Wealth held 439,869 shares of Unilever worth $25.1M as of Q1 2026.
  • Corient Private Wealth sold 948,261 Unilever shares in Q1 2026, an estimated $63.6M.
  • Unilever made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #357 holding.
  • Corient Private Wealth first reported a position in Unilever in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Unilever position peaked at $90.4M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.