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EP Wealth Advisors’s Unilever UL Stock Holding History

EP Wealth Advisors’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 		$1.03M Buy
17,205
+2,162
+14% +$125K ﹤0.01% 740
2026
Q1 		$857K Buy
15,043
+172
+1% +$11.5K ﹤0.01% 687
2025
Q4 		$973K Buy
+14,871
New +$999K 0.01% 633
2025
Q2 		$954K Buy
13,862
+816
+6% +$57.3K 0.01% 573
2025
Q1 		$874K Sell
13,046
-703
-5% -$45.4K 0.01% 536
2024
Q4 		$877K Sell
13,749
-161
-1% -$10.9K 0.01% 539
2024
Q3 		$1.02M Buy
13,910
+2,158
+18% +$149K 0.01% 492
2024
Q2 		$727K Sell
11,752
-34
-0.3% -$2.01K 0.01% 453
2024
Q1 		$665K Buy
11,786
+2,614
+28% +$145K 0.01% 452
2023
Q4 		$500K Sell
9,172
-933
-9% -$50.3K 0.01% 488
2023
Q3 		$562K Buy
10,105
+444
+5% +$25.7K 0.01% 439
2023
Q2 		$551K Sell
9,661
-64,556
-87% -$3.83M 0.01% 449
2023
Q1 		$2.94M Buy
74,217
+70,632
+1,970% +$4.01M 0.05% 193
2022
Q4 		$203K Buy
+3,585
New +$192K ﹤0.01% 550
2022
Q3 		– Sell
-9,377
Closed -$483K – 627
2022
Q2 		$483K Buy
9,377
+3,499
+60% +$178K 0.01% 378
2022
Q1 		$301K Buy
5,878
+963
+20% +$53.6K 0.01% 492
2021
Q4 		$297K Buy
4,915
+574
+13% +$34.1K 0.01% 466
2021
Q3 		$265K Sell
4,341
-497
-10% -$31.7K 0.01% 460
2021
Q2 		$318K Buy
4,838
+1,535
+46% +$102K 0.01% 433
2021
Q1 		$207K Buy
+3,303
New +$210K 0.01% 472

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

EP Wealth Advisors's UL Position: Q2 2026 in Review

EP Wealth Advisors increased its Unilever (UL) stake by 14% in Q2 2026, buying an estimated $125K and bringing the position to 17,205 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #740.

EP Wealth Advisors first reported a position in UL in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.94M in Q1 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • EP Wealth Advisors held 17,205 shares of Unilever worth $1.03M as of Q2 2026.
  • EP Wealth Advisors bought 2,162 Unilever shares in Q2 2026, an estimated $125K.
  • Unilever made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #740 holding.
  • EP Wealth Advisors first reported a position in Unilever in Q1 2021 and has held it in 20 quarters since.
  • EP Wealth Advisors's Unilever position peaked at $2.94M in Q1 2023.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.