Summit Financial’s Unilever UL Stock Holding History

Summit Financial’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	$366K	Sell	6,091 -12	-0.2%	-$694	﹤0.01%	1227
2026 Q1	$351K	Buy	6,103 +459	+8%	+$30.8K	﹤0.01%	1123
2025 Q4	$369K	Buy	5,644 +883	+19%	+$59.3K	0.01%	996
2025 Q3	$318K	Buy	4,761 +191	+4%	+$13.2K	﹤0.01%	1041
2025 Q2	$314K	Buy	4,570 +415	+10%	+$29.1K	0.01%	670
2025 Q1	$278K	Buy	4,155 +16	+0.4%	+$1.03K	0.01%	624
2024 Q4	$264K	Buy	4,139 +330	+9%	+$22.3K	0.01%	564
2024 Q3	$278K	Buy	+3,809	New	+$263K	0.01%	475
2022 Q4	–	Sell	-4,094	Closed	-$202K	–	267
2022 Q3	$202K	Buy	+4,094	New	+$214K	0.02%	243

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

Summit Financial's UL Position: Q2 2026 in Review

Summit Financial reduced its Unilever (UL) stake by 0.2% in Q2 2026, selling an estimated $694 and leaving 6,091 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Summit Financial first reported a position in UL in Q3 2022 and has held it in 9 quarters since. The position peaked at $369K in Q4 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Summit Financial held 6,091 shares of Unilever worth $366K as of Q2 2026.
Summit Financial sold 12 Unilever shares in Q2 2026, an estimated $694.
Unilever made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1227 holding.
Summit Financial first reported a position in Unilever in Q3 2022 and has held it in 9 quarters since.
Summit Financial's Unilever position peaked at $369K in Q4 2025.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.