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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evermay Wealth Management's UL Position: Q1 2026 in Review

Evermay Wealth Management reduced its Unilever (UL) stake by 13% in Q1 2026, selling an estimated $11.5K and leaving 1,142 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #294.

Evermay Wealth Management first reported a position in UL in Q2 2021 and has held it in 20 quarters since. The position peaked at $96.5K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Evermay Wealth Management held 1,142 shares of Unilever worth $65.7K as of Q1 2026.
Evermay Wealth Management sold 172 Unilever shares in Q1 2026, an estimated $11.5K.
Unilever made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #294 holding.
Evermay Wealth Management first reported a position in Unilever in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Unilever position peaked at $96.5K in Q3 2024.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.