Everstar Asset Management’s Unilever UL Stock Holding History

Everstar Asset 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	$1.05M	Buy	17,444 +3,354	+24%	+$194K	0.51%	66
2026 Q1	$803K	Buy	14,090 +8,757	+164%	+$587K	0.43%	81
2025 Q4	$349K	Sell	5,333 -5,696	-52%	-$383K	0.19%	138
2025 Q3	$736K	Buy	11,029 +659	+6%	+$45.5K	0.42%	83
2025 Q2	$714K	Buy	10,370 +446	+4%	+$31.3K	0.44%	74
2025 Q1	$665K	Buy	9,924 +3,579	+56%	+$231K	0.44%	68
2024 Q4	$405K	Sell	6,345 -2,763	-30%	-$187K	0.29%	99
2024 Q3	$666K	Buy	+9,108	New	+$630K	0.46%	61

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

Everstar Asset Management's UL Position: Q2 2026 in Review

Everstar Asset Management increased its Unilever (UL) stake by 24% in Q2 2026, buying an estimated $194K and bringing the position to 17,444 shares worth $1.05M. The position accounts for 0.51% of the portfolio, ranked #66.

Everstar Asset Management first reported a position in UL in Q3 2024 and has held it in 8 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Everstar Asset Management held 17,444 shares of Unilever worth $1.05M as of Q2 2026.
Everstar Asset Management bought 3,354 Unilever shares in Q2 2026, an estimated $194K.
Unilever made up 0.51% of Everstar Asset Management's portfolio in Q2 2026, its #66 holding.
Everstar Asset Management first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.