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Okabena Investment Services’s Unilever UL Stock Holding History

Okabena Investment Services’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
2025
Q4 		– Sell
-21,921
Closed -$1.46M – 152
2025
Q3 		$1.46M Buy
+21,921
New +$1.51M 0.28% 65
2023
Q1 		– Sell
-2,766
Closed -$644K – 249
2022
Q4 		$644K Sell
2,766
-669
-19% -$35.8K 0.43% 56
2022
Q3 		$169K Hold
3,435
– – 0.08% 107
2022
Q2 		$177K Sell
3,435
-22,786
-87% -$1.16M 0.09% 94
2022
Q1 		$1.34M Sell
26,221
-4,444
-14% -$247K 0.57% 47
2021
Q4 		$1.86M Buy
30,665
+9,304
+44% +$553K 0.71% 41
2021
Q3 		$1.3M Sell
21,361
-267
-1% -$17K 0.69% 40
2021
Q2 		$1.42M Buy
21,628
+1,710
+9% +$114K 0.67% 38
2021
Q1 		$1.25M Buy
19,918
+3,976
+25% +$253K 0.67% 39
2020
Q4 		$1.08M Sell
15,942
-353
-2% -$23.9K 0.63% 47
2020
Q3 		$1.13M Buy
+16,295
New +$1.09M 0.87% 42
2020
Q2 		– Sell
-16,092
Closed -$915K – 85
2020
Q1 		$915K Sell
16,092
-1,370
-8% -$85.9K 1.04% 37
2019
Q4 		$1.12M Buy
+17,462
New +$1.16M 1.04% 42

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Okabena Investment Services's UL Position: Q4 2025 in Review

Okabena Investment Services sold out of Unilever (UL) in Q4 2025, closing a stake of 21,921 shares — an estimated $1.46M sold.

Okabena Investment Services first reported a position in UL in Q4 2019 and held it in 13 quarters. The position peaked at $1.86M in Q4 2021. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Okabena Investment Services reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Okabena Investment Services sold 21,921 Unilever shares in Q4 2025, an estimated $1.46M.
  • Okabena Investment Services first reported a position in Unilever in Q4 2019 and held it in 13 quarters.
  • Okabena Investment Services's Unilever position peaked at $1.86M in Q4 2021.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Okabena Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.