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Millstone Evans Group’s Unilever UL Stock Holding History

Millstone Evans Group’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 		$71.7K Sell
1,192
-78
-6% -$4.51K 0.04% 277
2026
Q1 		$72.4K Sell
1,270
-40
-3% -$2.68K 0.04% 273
2025
Q4 		$85.7K Sell
1,310
-6
-0.5% -$403 0.05% 252
2025
Q3 		$87.8K Hold
1,316
– – 0.06% 228
2025
Q2 		$90.6K Buy
1,316
+88
+7% +$6.17K 0.06% 217
2025
Q1 		$82.2K Buy
1,228
+64
+5% +$4.13K 0.06% 227
2024
Q4 		$74.2K Buy
+1,164
New +$78.6K 0.05% 229

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

Millstone Evans Group's UL Position: Q2 2026 in Review

Millstone Evans Group reduced its Unilever (UL) stake by 6.1% in Q2 2026, selling an estimated $4.51K and leaving 1,192 shares worth $71.7K. The position accounts for 0.04% of the portfolio, ranked #277.

Millstone Evans Group first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.6K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Millstone Evans Group held 1,192 shares of Unilever worth $71.7K as of Q2 2026.
  • Millstone Evans Group sold 78 Unilever shares in Q2 2026, an estimated $4.51K.
  • Unilever made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #277 holding.
  • Millstone Evans Group first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Unilever position peaked at $90.6K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.