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Stokes Family Office’s Unilever UL Stock Holding History

Stokes 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
Q1 		– Sell
-4,013
Closed -$262K – 318
2025
Q4 		$262K Buy
4,013
+480
+14% +$32.3K 0.02% 266
2025
Q3 		$236K Buy
3,533
+553
+19% +$38.2K 0.02% 241
2025
Q2 		$205K Buy
+2,980
New +$209K 0.02% 226
2025
Q1 		– Sell
-3,357
Closed -$214K – 253
2024
Q4 		$214K Buy
+3,357
New +$227K 0.02% 227
2024
Q1 		– Sell
-4,178
Closed -$228K – 230
2023
Q4 		$228K Sell
4,178
-5,925
-59% -$320K 0.03% 197
2023
Q3 		$561K Buy
10,103
+713
+8% +$41.2K 0.07% 173
2023
Q2 		$551K Buy
+9,390
New +$558K 0.06% 165

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

Stokes Family Office's UL Position: Q1 2026 in Review

Stokes Family Office sold out of Unilever (UL) in Q1 2026, closing a stake of 4,013 shares — an estimated $262K sold.

Stokes Family Office first reported a position in UL in Q2 2023 and held it in 7 quarters. The position peaked at $561K in Q3 2023. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Stokes Family Office reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 4,013 Unilever shares in Q1 2026, an estimated $262K.
  • Stokes Family Office first reported a position in Unilever in Q2 2023 and held it in 7 quarters.
  • Stokes Family Office's Unilever position peaked at $561K in Q3 2023.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.