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Summit Securities Group’s Unilever UL Stock Holding History

Summit Securities Group’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
-6,022
Closed -$402K – 1264
2025
Q3 		$402K Buy
6,022
+5,157
+596% +$356K 0.08% 183
2025
Q2 		$59.5K Sell
865
-26,646
-97% -$1.87M 0.01% 489
2025
Q1 		$1.84M Buy
+27,511
New +$1.77M 0.29% 39
2024
Q4 		– Sell
-156,054
Closed -$5.22M – 906
2024
Q3 		$5.22M Buy
156,054
+154,856
+12,926% +$10.7M 1.38% 20
2024
Q2 		$1.39M Sell
1,198
-40,832
-97% -$2.41M 0.26% 54
2024
Q1 		$2.37M Sell
42,030
-31,461
-43% -$1.74M 0.39% 36
2023
Q4 		$4.01M Buy
73,491
+28,303
+63% +$1.53M 0.36% 52
2023
Q3 		$2.51M Buy
45,188
+7,440
+20% +$430K 0.26% 48
2023
Q2 		$2.21M Sell
37,748
-37,562
-50% -$2.23M 0.29% 58
2023
Q1 		$4.4M Buy
75,310
+74,777
+14,029% +$4.25M 0.36% 47
2022
Q4 		$30K Sell
533
-534
-50% -$28.6K ﹤0.01% 828
2022
Q3 		$53K Sell
1,067
-1,244
-54% -$65K ﹤0.01% 611
2022
Q2 		$119K Buy
2,311
+1,244
+117% +$63.4K 0.01% 385
2022
Q1 		$55K Buy
+1,067
New +$59.4K 0.01% 595
2014
Q2 		– Sell
-2,667
Closed -$128K – 652
2014
Q1 		$128K Buy
+2,667
New +$120K 0.08% 122

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's UL Position: Q4 2025 in Review

Summit Securities Group sold out of Unilever (UL) in Q4 2025, closing a stake of 6,022 shares — an estimated $402K sold.

Summit Securities Group first reported a position in UL in Q1 2014 and held it in 15 quarters. The position peaked at $5.22M in Q3 2024. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Summit Securities Group reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 6,022 Unilever shares in Q4 2025, an estimated $402K.
  • Summit Securities Group first reported a position in Unilever in Q1 2014 and held it in 15 quarters.
  • Summit Securities Group's Unilever position peaked at $5.22M in Q3 2024.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.