CFO
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CVA Family Office’s Unilever UL Stock Holding History

CVA Family Office’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 		$298K Sell
4,951
-40
-0.8% -$2.31K 0.03% 269
2026
Q1 		$284K Sell
4,991
-283
-5% -$19K 0.03% 257
2025
Q4 		$345K Buy
5,274
+10
+0.2% +$672 0.04% 219
2025
Q3 		$351K Buy
5,264
+17
+0.3% +$1.17K 0.05% 210
2025
Q2 		$361K Sell
5,247
-16
-0.3% -$1.12K 0.05% 206
2025
Q1 		$353K Hold
5,263
– – 0.05% 199
2024
Q4 		$336K Hold
5,263
– – 0.05% 205
2024
Q3 		$385K Hold
5,263
– – 0.06% 174
2024
Q2 		$326K Sell
5,263
-25
-0.5% -$1.48K 0.06% 182
2024
Q1 		$299K Sell
5,288
-17
-0.3% -$942 0.05% 194
2023
Q4 		$289K Sell
5,305
-70
-1% -$3.78K 0.06% 189
2023
Q3 		$299K Buy
5,375
+144
+3% +$8.32K 0.07% 168
2023
Q2 		$307K Buy
5,231
+166
+3% +$9.86K 0.06% 171
2023
Q1 		$296K Sell
5,065
-186
-4% -$10.6K 0.07% 169
2022
Q4 		$297K Buy
5,251
+4,275
+438% +$229K 0.07% 155
2022
Q3 		$48K Buy
976
+20
+2% +$1.04K 0.01% 379
2022
Q2 		$49K Hold
956
– – 0.01% 376
2022
Q1 		$49K Hold
956
– – 0.01% 408
2021
Q4 		$58K Buy
956
+205
+27% +$12.2K 0.01% 333
2021
Q3 		$52K Sell
751
-205
-21% -$13.1K 0.04% 177
2021
Q2 		$63K Hold
956
– – 0.02% 328
2021
Q1 		$60K Sell
956
-75
-7% -$4.78K 0.02% 255
2020
Q4 		$70K Buy
1,031
+280
+37% +$19K 0.04% 160
2020
Q3 		$52K Buy
+751
New +$50.1K 0.04% 177

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 22.9% 1-Year Est. Return

CVA Family Office's UL Position: Q2 2026 in Review

CVA Family Office reduced its Unilever (UL) stake by 0.8% in Q2 2026, selling an estimated $2.31K and leaving 4,951 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #269.

CVA Family Office first reported a position in UL in Q3 2020 and has held it in 24 quarters since. The position peaked at $385K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • CVA Family Office held 4,951 shares of Unilever worth $298K as of Q2 2026.
  • CVA Family Office sold 40 Unilever shares in Q2 2026, an estimated $2.31K.
  • Unilever made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #269 holding.
  • CVA Family Office first reported a position in Unilever in Q3 2020 and has held it in 24 quarters since.
  • CVA Family Office's Unilever position peaked at $385K in Q3 2024.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.