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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
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 $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

Live Oak Private Wealth's UL Position: Q1 2026 in Review

Live Oak Private Wealth held its Unilever (UL) position steady in Q1 2026 at 3,558 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #196.

Live Oak Private Wealth first reported a position in UL in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.49M in Q2 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Live Oak Private Wealth held 3,558 shares of Unilever worth $203K as of Q1 2026.
  • Live Oak Private Wealth left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.03% of Live Oak Private Wealth's portfolio in Q1 2026, its #196 holding.
  • Live Oak Private Wealth first reported a position in Unilever in Q2 2020 and has held it in 24 quarters since.
  • Live Oak Private Wealth's Unilever position peaked at $6.49M in Q2 2023.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.