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Evergreen Capital Management’s Unilever UL Stock Holding History

Evergreen Capital 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
Q2 		$3.21M Sell
53,404
-17,601
-25% -$1.02M 0.06% 263
2026
Q1 		$4.09M Sell
71,005
-11,187
-14% -$750K 0.09% 218
2025
Q4 		$5.38M Buy
82,192
+54,183
+193% +$3.64M 0.12% 178
2025
Q3 		$1.87M Buy
28,009
+6,792
+32% +$469K 0.04% 298
2025
Q2 		$1.46M Buy
21,217
+5,501
+35% +$386K 0.04% 302
2025
Q1 		$1.05M Buy
15,716
+405
+3% +$26.1K 0.04% 324
2024
Q4 		$977K Buy
15,311
+3,048
+25% +$206K 0.03% 338
2024
Q3 		$896K Buy
12,263
+3,286
+37% +$227K 0.03% 342
2024
Q2 		$555K Sell
8,977
-2,306
-20% -$136K 0.02% 441
2024
Q1 		$637K Buy
11,283
+903
+9% +$50K 0.02% 383
2023
Q4 		$566K Sell
10,380
-684
-6% -$36.9K 0.02% 392
2023
Q3 		$615K Buy
11,064
+1,450
+15% +$83.8K 0.03% 345
2023
Q2 		$564K Buy
9,614
+316
+3% +$18.8K 0.02% 371
2023
Q1 		$543K Buy
9,298
+155
+2% +$8.81K 0.02% 368
2022
Q4 		$518K Sell
9,143
-996
-10% -$53.3K 0.02% 365
2022
Q3 		$500K Buy
10,139
+476
+5% +$24.9K 0.03% 340
2022
Q2 		$498K Buy
+9,663
New +$492K 0.03% 332
2022
Q1 		– Sell
-6,852
Closed -$415K – 682
2021
Q4 		$415K Buy
6,852
+2,008
+41% +$119K 0.02% 403
2021
Q3 		$295K Sell
4,844
-1,048
-18% -$66.8K 0.01% 440
2021
Q2 		$388K Buy
5,892
+1,579
+37% +$105K 0.02% 372
2021
Q1 		$271K Buy
4,313
+261
+6% +$16.6K 0.01% 416
2020
Q4 		$275K Buy
+4,052
New +$275K 0.02% 365

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

Evergreen Capital Management's UL Position: Q2 2026 in Review

Evergreen Capital Management reduced its Unilever (UL) stake by 25% in Q2 2026, selling an estimated $1.02M and leaving 53,404 shares worth $3.21M. The position accounts for 0.06% of the portfolio, ranked #263.

Evergreen Capital Management first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.38M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Evergreen Capital Management held 53,404 shares of Unilever worth $3.21M as of Q2 2026.
  • Evergreen Capital Management sold 17,601 Unilever shares in Q2 2026, an estimated $1.02M.
  • Unilever made up 0.06% of Evergreen Capital Management's portfolio in Q2 2026, its #263 holding.
  • Evergreen Capital Management first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Evergreen Capital Management's Unilever position peaked at $5.38M in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.