Colonial Trust Advisors’s Unilever UL Stock Holding History

Colonial Trust Advisors’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	$13.3K	Sell	222 -711	-76%	-$41.1K	﹤0.01%	529
2026 Q1	$53.2K	Hold	933	–	–	﹤0.01%	344
2025 Q4	$61K	Hold	933	–	–	﹤0.01%	324
2025 Q3	$62.2K	Hold	933	–	–	﹤0.01%	315
2025 Q2	$64.2K	Hold	933	–	–	0.01%	306
2025 Q1	$62.5K	Sell	933 -134	-13%	-$8.64K	0.01%	309
2024 Q4	$68K	Sell	1,067 -153	-13%	-$10.3K	0.01%	283
2024 Q3	$89.2K	Hold	1,220	–	–	0.01%	276
2024 Q2	$75.5K	Sell	1,220 -154	-11%	-$9.1K	0.01%	279
2024 Q1	$77.6K	Buy	1,374 +154	+13%	+$8.53K	0.01%	273
2023 Q4	$66.5K	Sell	1,220 -3,320	-73%	-$179K	0.01%	282
2023 Q3	$252K	Hold	4,540	–	–	0.03%	170
2023 Q2	$266K	Hold	4,540	–	–	0.03%	168
2023 Q1	$265K	Hold	4,540	–	–	0.03%	174
2022 Q4	$257K	Hold	4,540	–	–	0.03%	181
2022 Q3	$224K	Buy	+4,540	New	+$237K	0.03%	180

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Colonial Trust Advisors's UL Position: Q2 2026 in Review

Colonial Trust Advisors reduced its Unilever (UL) stake by 76% in Q2 2026, selling an estimated $41.1K and leaving 222 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Colonial Trust Advisors first reported a position in UL in Q3 2022 and has held it in 16 quarters since. The position peaked at $266K in Q2 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Colonial Trust Advisors held 222 shares of Unilever worth $13.3K as of Q2 2026.
Colonial Trust Advisors sold 711 Unilever shares in Q2 2026, an estimated $41.1K.
Unilever made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #529 holding.
Colonial Trust Advisors first reported a position in Unilever in Q3 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's Unilever position peaked at $266K in Q2 2023.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.