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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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial's UL Position: Q1 2026 in Review

Summit Financial increased its Unilever (UL) stake by 8.1% in Q1 2026, buying an estimated $30.8K and bringing the position to 6,103 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Summit Financial first reported a position in UL in Q3 2022 and has held it in 8 quarters since. The position peaked at $369K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Summit Financial held 6,103 shares of Unilever worth $351K as of Q1 2026.
  • Summit Financial bought 459 Unilever shares in Q1 2026, an estimated $30.8K.
  • Unilever made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1123 holding.
  • Summit Financial first reported a position in Unilever in Q3 2022 and has held it in 8 quarters since.
  • Summit Financial's Unilever position peaked at $369K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.