EPW
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Evolve Private Wealth’s Unilever UL Stock Holding History

Evolve Private 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 		$455K Buy
7,564
+3,088
+69% +$179K 0.03% 555
2026
Q1 		$255K Buy
+4,476
New +$300K 0.01% 844

Other funds holding UL

Wellington Management Group
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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

Evolve Private Wealth's UL Position: Q2 2026 in Review

Evolve Private Wealth increased its Unilever (UL) stake by 69% in Q2 2026, buying an estimated $179K and bringing the position to 7,564 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #555.

Evolve Private Wealth first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Evolve Private Wealth held 7,564 shares of Unilever worth $455K as of Q2 2026.
  • Evolve Private Wealth bought 3,088 Unilever shares in Q2 2026, an estimated $179K.
  • Unilever made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #555 holding.
  • Evolve Private Wealth first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.