EWA
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EverSource Wealth Advisors’s Unilever UL Stock Holding History

EverSource Wealth Advisors’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 		$295K Sell
4,904
-3,701
-43% -$214K 0.01% 808
2026
Q1 		$490K Buy
8,605
+4,350
+102% +$292K 0.01% 614
2025
Q4 		$278K Buy
4,255
+227
+6% +$15.3K 0.01% 799
2025
Q3 		$269K Sell
4,028
-144
-3% -$9.94K 0.01% 774
2025
Q2 		$287K Buy
4,172
+2,643
+173% +$185K 0.01% 691
2025
Q1 		$102K Sell
1,529
-13
-0.8% -$839 0.01% 901
2024
Q4 		$98.4K Sell
1,542
-1,194
-44% -$80.6K 0.01% 902
2024
Q3 		$200K Sell
2,736
-911
-25% -$63K 0.01% 557
2024
Q2 		$252K Buy
3,647
+80
+2% +$4.73K 0.02% 486
2024
Q1 		$208K Sell
3,567
-1,025
-22% -$56.8K 0.02% 475
2023
Q4 		$250K Sell
4,592
-8,612
-65% -$465K 0.02% 385
2023
Q3 		$734K Sell
13,204
-192
-1% -$11.1K 0.08% 184
2023
Q2 		$786K Buy
13,396
+8,207
+158% +$487K 0.09% 182
2023
Q1 		$303K Sell
5,189
-350
-6% -$19.9K 0.04% 299
2022
Q4 		$314K Buy
5,539
+793
+17% +$42.4K 0.05% 272
2022
Q3 		$234K Sell
4,746
-389
-8% -$20.3K 0.05% 278
2022
Q2 		$264K Buy
5,135
+1,942
+61% +$98.9K 0.07% 227
2022
Q1 		$164K Buy
3,193
+362
+13% +$20.1K 0.04% 271
2021
Q4 		$172K Buy
+2,831
New +$168K 0.05% 244

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

EverSource Wealth Advisors's UL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Unilever (UL) stake by 43% in Q2 2026, selling an estimated $214K and leaving 4,904 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #808.

EverSource Wealth Advisors first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $786K in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • EverSource Wealth Advisors held 4,904 shares of Unilever worth $295K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,701 Unilever shares in Q2 2026, an estimated $214K.
  • Unilever made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #808 holding.
  • EverSource Wealth Advisors first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Unilever position peaked at $786K in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.