Evelyn Partners’s Unilever UL Stock Holding History

Evelyn Partners’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	$6.35M	Buy	+105,546	New	+$6.1M	0.01%	97

Other funds holding UL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evelyn Partners's UL Position: Q2 2026 in Review

Evelyn Partners opened a new position in Unilever (UL) in Q2 2026: 105,546 shares worth $6.35M. The stake represents 0.01% of the portfolio and ranks #97 among its holdings.

1,145 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Evelyn Partners held 105,546 shares of Unilever worth $6.35M as of Q2 2026.
Unilever was a new Evelyn Partners position in Q2 2026.
Unilever made up 0.01% of Evelyn Partners's portfolio in Q2 2026, its #97 holding.
1,145 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.