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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
2022
Q3 		– Sell
-3,022
Closed -$156K – 1172
2022
Q2 		$156K Buy
+3,022
New +$154K 0.02% 338

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Fidelity Investments
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Dimensional Fund Advisors
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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.