Zevin Asset Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Sell |
219,009
-1,541
| -0.7% | -$103K | 1.73% | 27 |
|
|
2025
Q4 | $14.4M | Buy |
220,550
+8,549
| +4% | +$575K | 1.93% | 21 |
|
|
2025
Q3 | $14.1M | Sell |
212,001
-8,276
| -4% | -$571K | 2.06% | 18 |
|
|
2025
Q2 | $15.2M | Sell |
220,277
-438
| -0.2% | -$30.7K | 2.18% | 17 |
|
|
2025
Q1 | $14.8M | Sell |
220,715
-12,842
| -5% | -$828K | 2.34% | 15 |
|
|
2024
Q4 | $14.9M | Sell |
233,557
-5,625
| -2% | -$380K | 2.19% | 16 |
|
|
2024
Q3 | $17.5M | Sell |
239,182
-4,396
| -2% | -$304K | 2.7% | 12 |
|
|
2024
Q2 | $15.1M | Sell |
243,578
-10,597
| -4% | -$626K | 2.44% | 16 |
|
|
2024
Q1 | $14.4M | Sell |
254,175
-7,981
| -3% | -$442K | 2.39% | 18 |
|
|
2023
Q4 | $14.3M | Sell |
262,156
-263
| -0.1% | -$14.2K | 2.57% | 14 |
|
|
2023
Q3 | $14.6M | Sell |
262,419
-576
| -0.2% | -$33.3K | 2.93% | 13 |
|
|
2023
Q2 | $15.4M | Sell |
262,995
-6,455
| -2% | -$383K | 3.09% | 13 |
|
|
2023
Q1 | $15.7M | Sell |
269,450
-5,617
| -2% | -$319K | 3.21% | 10 |
|
|
2022
Q4 | $15.6M | Sell |
275,067
-9,634
| -3% | -$516K | 3.38% | 11 |
|
|
2022
Q3 | $14M | Sell |
284,701
-3,179
| -1% | -$166K | 3.32% | 11 |
|
|
2022
Q2 | $14.8M | Sell |
287,880
-1,966
| -0.7% | -$100K | 3.35% | 11 |
|
|
2022
Q1 | $14.9M | Buy |
289,846
+13,706
| +5% | +$763K | 2.84% | 13 |
|
|
2021
Q4 | $16.7M | Buy |
276,140
+2,648
| +1% | +$157K | 3.01% | 13 |
|
|
2021
Q3 | $16.7M | Buy |
273,492
+12,843
| +5% | +$818K | 3.18% | 11 |
|
|
2021
Q2 | $17.2M | Buy |
260,649
+5,540
| +2% | +$368K | 3.41% | 10 |
|
|
2021
Q1 | $16M | Buy |
255,109
+5,218
| +2% | +$332K | 3.54% | 10 |
|
|
2020
Q4 | $17M | Buy |
249,891
+5,987
| +2% | +$406K | 3.98% | 6 |
|
|
2020
Q3 | $16.9M | Buy |
243,904
+2,805
| +1% | +$187K | 4.62% | 5 |
|
|
2020
Q2 | $14.9M | Sell |
241,099
-2,556
| -1% | -$153K | 4.52% | 4 |
|
|
2020
Q1 | $13.9M | Buy |
243,655
+7,414
| +3% | +$465K | 5.16% | 3 |
|
|
2019
Q4 | $15.2M | Buy |
236,241
+1,768
| +0.8% | +$117K | 4.66% | 3 |
|
|
2019
Q3 | $15.9M | Sell |
234,473
-1,755
| -0.7% | -$122K | 5.11% | 3 |
|
|
2019
Q2 | $16.5M | Sell |
236,228
-7,911
| -3% | -$537K | 5.3% | 3 |
|
|
2019
Q1 | $15.9M | Sell |
244,139
-4,391
| -2% | -$267K | 5.18% | 3 |
|
|
2018
Q4 | $14.6M | Sell |
248,530
-8,490
| -3% | -$512K | 5.3% | 3 |
|
|
2018
Q3 | $15.9M | Sell |
257,020
-757
| -0.3% | -$47.7K | 4.64% | 3 |
|
|
2018
Q2 | $16M | Sell |
257,777
-35,325
| -12% | -$2.19M | 4.79% | 3 |
|
|
2018
Q1 | $18.3M | Sell |
293,102
-93,287
| -24% | -$5.68M | 4.75% | 2 |
|
|
2017
Q4 | $24.1M | Sell |
386,389
-26,589
| -6% | -$1.69M | 5.46% | 2 |
|
|
2017
Q3 | $26.9M | Sell |
412,978
-3,010
| -0.7% | -$193K | 6.33% | 1 |
|
|
2017
Q2 | $25.3M | Sell |
415,988
-17,794
| -4% | -$1.06M | 6.39% | 1 |
|
|
2017
Q1 | $24.1M | Sell |
433,782
-22,760
| -5% | -$1.15M | 6.09% | 2 |
|
|
2016
Q4 | $20.9M | Buy |
456,542
+448,871
| +5,852% | +$20.9M | 5.45% | 3 |
|
|
2016
Q3 | $409K | Hold |
7,671
| – | – | 0.13% | 83 |
|
|
2016
Q2 | $413K | Buy |
7,671
+80
| +1% | +$4.11K | 0.11% | 86 |
|
|
2016
Q1 | $386K | Buy |
7,591
+844
| +13% | +$41.1K | 0.11% | 90 |
|
|
2015
Q4 | $327K | Hold |
6,747
| – | – | 0.09% | 102 |
|
|
2015
Q3 | $310K | Buy |
6,747
+556
| +9% | +$26.6K | 0.09% | 107 |
|
|
2015
Q2 | $299K | Buy |
6,191
+707
| +13% | +$34.9K | 0.08% | 114 |
|
|
2015
Q1 | $257K | Buy |
5,484
+44
| +0.8% | +$2.11K | 0.07% | 120 |
|
|
2014
Q4 | $248K | Hold |
5,440
| – | – | 0.07% | 126 |
|
|
2014
Q3 | $256K | Sell |
5,440
-177
| -3% | -$8.74K | 0.08% | 114 |
|
|
2014
Q2 | $286K | Hold |
5,617
| – | – | 0.08% | 112 |
|
|
2014
Q1 | $270K | Hold |
5,617
| – | – | 0.09% | 98 |
|
|
2013
Q4 | $260K | Hold |
5,617
| – | – | 0.07% | 103 |
|
|
2013
Q3 | $244K | Hold |
5,617
| – | – | 0.07% | 98 |
|
|
2013
Q2 | $256K | Buy |
+5,617
| New | +$267K | 0.09% | 92 |
|
Other funds holding UL
Zevin Asset Management's UL Position: Q1 2026 in Review
Zevin Asset Management reduced its Unilever (UL) stake by 0.7% in Q1 2026, selling an estimated $103K and leaving 219,009 shares worth $12.5M. The position accounts for 1.73% of the portfolio, ranked #27.
Zevin Asset Management first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.9M in Q3 2017. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Zevin Asset Management held 219,009 shares of Unilever worth $12.5M as of Q1 2026.
- Zevin Asset Management sold 1,541 Unilever shares in Q1 2026, an estimated $103K.
- Unilever made up 1.73% of Zevin Asset Management's portfolio in Q1 2026, its #27 holding.
- Zevin Asset Management first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
- Zevin Asset Management's Unilever position peaked at $26.9M in Q3 2017.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.