Evelyn Partners Asset Management’s Unilever UL Stock Holding History

Evelyn Partners Asset Management’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	$5.13M	Buy	90,070 +1,225	+1%	+$82.1K	1.26%	31
2025 Q4	$5.81M	Buy	88,845 +2,783	+3%	+$187K	1.36%	30
2025 Q3	$5.74M	Buy	86,062 +7,549	+10%	+$521K	1.3%	27
2025 Q2	$5.4M	Sell	78,513 -859	-1%	-$60.3K	1.37%	27
2025 Q1	$5.32M	Buy	79,372 +1,303	+2%	+$84.1K	1.48%	25
2024 Q4	$4.98M	Buy	+78,069	New	+$5.27M	1.34%	25

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evelyn Partners Asset Management's UL Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Unilever (UL) stake by 1.4% in Q1 2026, buying an estimated $82.1K and bringing the position to 90,070 shares worth $5.13M. The position accounts for 1.26% of the portfolio, ranked #31.

Evelyn Partners Asset Management first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.81M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Evelyn Partners Asset Management held 90,070 shares of Unilever worth $5.13M as of Q1 2026.
Evelyn Partners Asset Management bought 1,225 Unilever shares in Q1 2026, an estimated $82.1K.
Unilever made up 1.26% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #31 holding.
Evelyn Partners Asset Management first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Unilever position peaked at $5.81M in Q4 2025.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.