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Live Oak Private Wealth’s Unilever UL Stock Holding History

Live Oak 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 		$203K Sell
3,373
-185
-5% -$10.7K 0.03% 202
2026
Q1 		$203K Hold
3,558
– – 0.03% 196
2025
Q4 		$233K Sell
3,558
-4
-0.1% -$269 0.03% 182
2025
Q3 		$238K Sell
3,562
-89
-2% -$6.14K 0.03% 176
2025
Q2 		$251K Sell
3,651
-10
-0.3% -$702 0.04% 166
2025
Q1 		$245K Hold
3,661
– – 0.04% 161
2024
Q4 		$234K Sell
3,661
-182
-5% -$12.3K 0.04% 162
2024
Q3 		$281K Sell
3,843
-96,129
-96% -$6.65M 0.05% 149
2024
Q2 		$6.18M Sell
99,972
-8,343
-8% -$493K 1.06% 36
2024
Q1 		$6.12M Sell
108,315
-947
-0.9% -$52.5K 1.06% 39
2023
Q4 		$5.96M Sell
109,262
-1,622
-1% -$87.5K 1.12% 38
2023
Q3 		$6.16M Buy
110,884
+196
+0.2% +$11.3K 1.31% 35
2023
Q2 		$6.49M Sell
110,688
-300
-0.3% -$17.8K 1.29% 35
2023
Q1 		$6.48M Buy
110,988
+4,512
+4% +$256K 1.34% 38
2022
Q4 		$6.03M Buy
106,476
+14,536
+16% +$778K 1.25% 35
2022
Q3 		$4.53M Buy
91,940
+2,785
+3% +$146K 1.02% 41
2022
Q2 		$4.6M Buy
89,155
+5,487
+7% +$279K 0.97% 45
2022
Q1 		$4.29M Buy
83,668
+9,034
+12% +$503K 0.83% 49
2021
Q4 		$4.52M Buy
74,634
+6,711
+10% +$399K 0.84% 50
2021
Q3 		$4.14M Buy
67,923
+14,311
+27% +$912K 0.84% 50
2021
Q2 		$3.53M Buy
53,612
+3,089
+6% +$205K 0.78% 52
2021
Q1 		$3.17M Buy
50,523
+16,786
+50% +$1.07M 0.78% 49
2020
Q4 		$2.29M Buy
33,737
+9,470
+39% +$643K 0.64% 51
2020
Q3 		$1.68M Buy
24,267
+1,426
+6% +$95.2K 0.58% 56
2020
Q2 		$1.41M Buy
+22,841
New +$1.36M 0.51% 59

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

Live Oak Private Wealth's UL Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Unilever (UL) stake by 5.2% in Q2 2026, selling an estimated $10.7K and leaving 3,373 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #202.

Live Oak Private Wealth first reported a position in UL in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.49M in Q2 2023. 1,189 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Live Oak Private Wealth held 3,373 shares of Unilever worth $203K as of Q2 2026.
  • Live Oak Private Wealth sold 185 Unilever shares in Q2 2026, an estimated $10.7K.
  • Unilever made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #202 holding.
  • Live Oak Private Wealth first reported a position in Unilever in Q2 2020 and has held it in 25 quarters since.
  • Live Oak Private Wealth's Unilever position peaked at $6.49M in Q2 2023.
  • 1,189 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.