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Evelyn Partners Investment Management’s Unilever UL Stock Holding History

Evelyn Partners Investment 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 		$688K Hold
12,078
– – 0.02% 142
2025
Q4 		$790K Sell
12,078
-3,335
-22% -$224K 0.02% 143
2025
Q3 		$1.03M Hold
15,413
– – 0.03% 134
2025
Q2 		$1.06M Hold
15,413
– – 0.03% 132
2025
Q1 		$1.03M Hold
15,413
– – 0.03% 130
2024
Q4 		$983K Buy
+15,413
New +$1.04M 0.03% 126

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

Evelyn Partners Investment Management held its Unilever (UL) position steady in Q1 2026 at 12,078 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #142.

Evelyn Partners Investment Management first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q2 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Evelyn Partners Investment Management held 12,078 shares of Unilever worth $688K as of Q1 2026.
  • Evelyn Partners Investment Management left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #142 holding.
  • Evelyn Partners Investment Management first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Unilever position peaked at $1.06M in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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