Evermay Wealth Management’s Unilever UL Stock Holding History

Evermay Wealth 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 Q3	$69.4K	Hold	1,142	–	–	0.01%	327
2026 Q2	$68.7K	Hold	1,142	–	–	0.01%	322
2026 Q1	$65.7K	Sell	1,142 -172	-13%	-$11.5K	0.01%	294
2025 Q4	$85.9K	Sell	1,314 -6	-0.5%	-$403	0.01%	273
2025 Q3	$88K	Hold	1,320	–	–	0.01%	280
2025 Q2	$90.8K	Hold	1,320	–	–	0.01%	276
2025 Q1	$88.4K	Hold	1,320	–	–	0.01%	274
2024 Q4	$84.2K	Hold	1,320	–	–	0.01%	270
2024 Q3	$96.5K	Hold	1,320	–	–	0.02%	271
2024 Q2	$81.7K	Hold	1,320	–	–	0.01%	290
2024 Q1	$74.5K	Hold	1,320	–	–	0.01%	316
2023 Q4	$72K	Hold	1,320	–	–	0.01%	292
2023 Q3	$73.4K	Sell	1,320 -20	-1%	-$1.16K	0.02%	265
2023 Q2	$78.6K	Buy	1,340 +20	+2%	+$1.19K	0.02%	263
2023 Q1	$77.1K	Hold	1,320	–	–	0.02%	262
2022 Q4	$74.8K	Hold	1,320	–	–	0.02%	255
2022 Q3	$65K	Hold	1,320	–	–	0.01%	261
2022 Q2	$68K	Hold	1,320	–	–	0.01%	253
2022 Q1	$68K	Hold	1,320	–	–	0.01%	275
2021 Q4	$80K	Hold	1,320	–	–	0.01%	240
2021 Q3	$81K	Sell	1,320 -89	-6%	-$5.67K	0.02%	229
2021 Q2	$93K	Buy	+1,409	New	+$93.7K	0.02%	229

Other funds holding UL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Evermay Wealth Management's UL Position: Q3 2026 in Review

Evermay Wealth Management held its Unilever (UL) position steady in Q3 2026 at 1,142 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #327.

Evermay Wealth Management first reported a position in UL in Q2 2021 and has held it in 22 quarters since. The position peaked at $96.5K in Q3 2024. 788 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Evermay Wealth Management held 1,142 shares of Unilever worth $69.4K as of Q3 2026.
Evermay Wealth Management left its Unilever share count unchanged in Q3 2026.
Unilever made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #327 holding.
Evermay Wealth Management first reported a position in Unilever in Q2 2021 and has held it in 22 quarters since.
Evermay Wealth Management's Unilever position peaked at $96.5K in Q3 2024.
788 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.