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SkyOak Wealth’s Unilever UL Stock Holding History

SkyOak 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 		$2M Sell
35,022
-801
-2% -$53.7K 0.37% 64
2025
Q4 		$2.34M Sell
35,823
-411
-1% -$27.6K 0.42% 57
2025
Q3 		$2.42M Sell
36,234
-289
-0.8% -$19.9K 0.46% 57
2025
Q2 		$2.51M Sell
36,523
-23
-0.1% -$1.61K 0.51% 55
2025
Q1 		$2.45M Sell
36,546
-468
-1% -$30.2K 0.54% 49
2024
Q4 		$2.36M Buy
37,014
+2,026
+6% +$137K 0.51% 57
2024
Q3 		$2.56M Sell
34,988
-18
-0.1% -$1.24K 0.57% 49
2024
Q2 		$2.17M Sell
35,006
-1,267
-3% -$74.9K 0.51% 52
2024
Q1 		$2.05M Sell
36,273
-139
-0.4% -$7.7K 0.49% 54
2023
Q4 		$1.99M Sell
36,412
-788
-2% -$42.5K 0.52% 50
2023
Q3 		$2.07M Sell
37,200
-504
-1% -$29.1K 0.6% 42
2023
Q2 		$2.21M Sell
37,704
-420
-1% -$24.9K 0.62% 41
2023
Q1 		$2.23M Sell
38,124
-165
-0.4% -$9.37K 0.68% 39
2022
Q4 		$2.17M Sell
38,289
-448
-1% -$24K 0.73% 37
2022
Q3 		$1.91M Sell
38,737
-1,064
-3% -$55.6K 0.68% 41
2022
Q2 		$2.05M Sell
39,801
-274
-0.7% -$14K 0.7% 43
2022
Q1 		$2.05M Buy
40,075
+928
+2% +$51.7K 0.57% 50
2021
Q4 		$2.37M Sell
39,147
-261
-0.7% -$15.5K 0.6% 49
2021
Q3 		$2.4M Buy
39,408
+594
+2% +$37.9K 0.65% 45
2021
Q2 		$2.55M Buy
38,814
+402
+1% +$26.7K 0.68% 40
2021
Q1 		$2.45M Buy
38,412
+2,430
+7% +$155K 0.68% 40
2020
Q4 		$2.44M Sell
35,982
-262
-0.7% -$17.8K 0.76% 42
2020
Q3 		$2.52M Sell
36,244
-724
-2% -$48.3K 0.9% 30
2020
Q2 		$2.28M Buy
36,968
+519
+1% +$31K 0.84% 30
2020
Q1 		$2.07M Sell
36,449
-2,091
-5% -$131K 1.06% 25
2019
Q4 		$2.48M Buy
+38,540
New +$2.56M 0.77% 37

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

SkyOak Wealth's UL Position: Q1 2026 in Review

SkyOak Wealth reduced its Unilever (UL) stake by 2.2% in Q1 2026, selling an estimated $53.7K and leaving 35,022 shares worth $2M. The position accounts for 0.37% of the portfolio, ranked #64.

SkyOak Wealth first reported a position in UL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.56M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • SkyOak Wealth held 35,022 shares of Unilever worth $2M as of Q1 2026.
  • SkyOak Wealth sold 801 Unilever shares in Q1 2026, an estimated $53.7K.
  • Unilever made up 0.37% of SkyOak Wealth's portfolio in Q1 2026, its #64 holding.
  • SkyOak Wealth first reported a position in Unilever in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's Unilever position peaked at $2.56M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.