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 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Evermay Wealth Management's UL Position: Q2 2026 in Review

Evermay Wealth Management held its Unilever (UL) position steady in Q2 2026 at 1,142 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #322.

Evermay Wealth Management first reported a position in UL in Q2 2021 and has held it in 21 quarters since. The position peaked at $96.5K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Evermay Wealth Management held 1,142 shares of Unilever worth $68.7K as of Q2 2026.
Evermay Wealth Management left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #322 holding.
Evermay Wealth Management first reported a position in Unilever in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Unilever position peaked at $96.5K in Q3 2024.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.