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 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 $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 1-Year Est. Return

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

Colonial Trust Advisors's UL Position: Q1 2026 in Review

Colonial Trust Advisors held its Unilever (UL) position steady in Q1 2026 at 933 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Colonial Trust Advisors first reported a position in UL in Q3 2022 and has held it in 15 quarters since. The position peaked at $266K in Q2 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Colonial Trust Advisors held 933 shares of Unilever worth $53.2K as of Q1 2026.
Colonial Trust Advisors left its Unilever share count unchanged in Q1 2026.
Unilever made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #344 holding.
Colonial Trust Advisors first reported a position in Unilever in Q3 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Unilever position peaked at $266K in Q2 2023.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.