SGI
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Summit Global Investments’s Unilever UL Stock Holding History

Summit Global Investments’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
2025
Q4 		– Sell
-42,758
Closed -$2.85M – 541
2025
Q3 		$2.85M Buy
42,758
+37,684
+743% +$2.6M 0.17% 81
2025
Q2 		$349K Sell
5,074
-7,186
-59% -$504K 0.02% 367
2025
Q1 		$821K Sell
12,260
-41,766
-77% -$2.69M 0.06% 197
2024
Q4 		$3.45M Buy
54,026
+19,858
+58% +$1.34M 0.22% 96
2024
Q3 		$2.5M Buy
+34,168
New +$2.36M 0.16% 115
2024
Q2 		– Sell
-5,980
Closed -$338K – 584
2024
Q1 		$338K Buy
+5,980
New +$331K 0.03% 387

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Global Investments's UL Position: Q4 2025 in Review

Summit Global Investments sold out of Unilever (UL) in Q4 2025, closing a stake of 42,758 shares — an estimated $2.85M sold.

Summit Global Investments first reported a position in UL in Q1 2024 and held it in 6 quarters. The position peaked at $3.45M in Q4 2024. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Summit Global Investments reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 42,758 Unilever shares in Q4 2025, an estimated $2.85M.
  • Summit Global Investments first reported a position in Unilever in Q1 2024 and held it in 6 quarters.
  • Summit Global Investments's Unilever position peaked at $3.45M in Q4 2024.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.