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Evelyn Partners Investment Management Services’s Unilever UL Stock Holding History

Evelyn Partners Investment Management 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
2026
Q1 		$16.9K Sell
296
-439
-60% -$29.4K ﹤0.01% 232
2025
Q4 		$48.1K Sell
735
-122
-14% -$8.2K 0.01% 178
2025
Q3 		$57.1K Buy
857
+79
+10% +$5.45K 0.01% 174
2025
Q2 		$53.5K Hold
778
– – 0.01% 168
2025
Q1 		$52.1K Hold
778
– – 0.01% 159
2024
Q4 		$49.6K Buy
+778
New +$52.5K 0.01% 167

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

Evelyn Partners Investment Management Services reduced its Unilever (UL) stake by 60% in Q1 2026, selling an estimated $29.4K and leaving 296 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Evelyn Partners Investment Management Services first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.1K in Q3 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Evelyn Partners Investment Management Services held 296 shares of Unilever worth $16.9K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 439 Unilever shares in Q1 2026, an estimated $29.4K.
  • Unilever made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #232 holding.
  • Evelyn Partners Investment Management Services first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Unilever position peaked at $57.1K in Q3 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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