EW
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Evoke Wealth’s Unilever UL Stock Holding History

Evoke Wealth’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 		– Sell
-4,491
Closed -$258K – 601
2026
Q1 		$258K Sell
4,491
-802
-15% -$53.8K ﹤0.01% 587
2025
Q4 		$346K Buy
5,293
+1,961
+59% +$132K 0.01% 483
2025
Q3 		$222K Buy
3,332
+334
+11% +$23.1K ﹤0.01% 581
2025
Q2 		$206K Buy
+2,998
New +$210K ﹤0.01% 558
2022
Q4 		– Sell
-1,236
Closed -$61K – 1093
2022
Q3 		$61K Sell
1,236
-32
-3% -$1.67K ﹤0.01% 487
2022
Q2 		$65K Sell
1,268
-248
-16% -$12.6K ﹤0.01% 471
2022
Q1 		$78K Sell
1,516
-43
-3% -$2.39K ﹤0.01% 462
2021
Q4 		$94K Sell
1,559
-565
-27% -$33.6K ﹤0.01% 455
2021
Q3 		$129K Buy
2,124
+533
+34% +$34K ﹤0.01% 394
2021
Q2 		$105K Hold
1,591
– – ﹤0.01% 433
2021
Q1 		$100K Buy
1,591
+1,116
+235% +$71.1K ﹤0.01% 377
2020
Q4 		$32K Sell
475
-498
-51% -$33.8K ﹤0.01% 432
2020
Q3 		$68K Buy
973
+190
+24% +$12.7K 0.01% 325
2020
Q2 		$48K Buy
783
+779
+19,475% +$46.5K ﹤0.01% 355
2020
Q1 		$261 Sell
4
-1,012
-100% -$63.5K ﹤0.01% 1076
2019
Q4 		$65.4K Buy
1,016
+135
+15% +$8.97K 0.01% 368
2019
Q3 		$59.6K Buy
+881
New +$61K 0.01% 435

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

Evoke Wealth's UL Position: Q2 2026 in Review

Evoke Wealth sold out of Unilever (UL) in Q2 2026, closing a stake of 4,491 shares — an estimated $258K sold.

Evoke Wealth first reported a position in UL in Q3 2019 and held it in 17 quarters. The position peaked at $346K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Evoke Wealth reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,491 Unilever shares in Q2 2026, an estimated $258K.
  • Evoke Wealth first reported a position in Unilever in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Unilever position peaked at $346K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.