Tevis Investment Management’s Unilever UL Stock Holding History

Tevis Investment 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 Q1	$4.91M	Sell	85,405 -12,671	-13%	-$849K	2.8%	8
2025 Q4	$5.81M	Buy	98,076 +10,897	+12%	+$732K	3.5%	5
2025 Q3	$5.81M	Buy	87,179 +3,966	+5%	+$274K	3.5%	5
2025 Q2	$5.73M	Buy	83,213 +10,075	+14%	+$707K	3.67%	4
2025 Q1	$4.67M	Hold	73,138	–	–	3.46%	5
2024 Q4	$4.67M	Buy	73,138 +190	+0.3%	+$12.8K	3.46%	5
2024 Q3	$5.33M	Buy	72,948 +1,070	+1%	+$74K	3.94%	5
2024 Q2	$4.45M	Buy	71,878 +1,933	+3%	+$114K	3.57%	6
2024 Q1	$3.95M	Buy	69,945 +8,671	+14%	+$480K	3.36%	6
2023 Q4	$3.34M	Buy	61,274 +1,434	+2%	+$77.4K	3.08%	6
2023 Q3	$3.33M	Buy	59,840 +6,957	+13%	+$402K	3.37%	6
2023 Q2	$3.1M	Buy	52,883 +776	+1%	+$46.1K	3.03%	7
2023 Q1	$3.04M	Buy	52,107 +279	+0.5%	+$15.9K	3.09%	6
2022 Q4	$2.94M	Buy	51,828 +39	+0.1%	+$2.09K	3.13%	6
2022 Q3	$2.56M	Buy	51,789 +992	+2%	+$51.8K	2.49%	6
2022 Q2	$2.61M	Buy	50,797 +10,488	+26%	+$534K	2.5%	5
2022 Q1	$2.06M	Buy	40,309 +2,821	+8%	+$157K	1.87%	7
2021 Q4	$2.27M	Buy	+37,488	New	+$2.23M	1.98%	7

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tevis Investment Management's UL Position: Q1 2026 in Review

Tevis Investment Management reduced its Unilever (UL) stake by 13% in Q1 2026, selling an estimated $849K and leaving 85,405 shares worth $4.91M. The position accounts for 2.8% of the portfolio, ranked #8.

Tevis Investment Management first reported a position in UL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.81M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Tevis Investment Management held 85,405 shares of Unilever worth $4.91M as of Q1 2026.
Tevis Investment Management sold 12,671 Unilever shares in Q1 2026, an estimated $849K.
Unilever made up 2.8% of Tevis Investment Management's portfolio in Q1 2026, its #8 holding.
Tevis Investment Management first reported a position in Unilever in Q4 2021 and has held it in 18 quarters since.
Tevis Investment Management's Unilever position peaked at $5.81M in Q4 2025.
1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.