STA
UL icon

Summit Trail Advisors’s Unilever UL Stock Holding History

Summit Trail Advisors’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 		$2.3M Buy
38,209
+1,229
+3% +$71K 0.03% 522
2026
Q1 		$2.11M Buy
36,980
+26,871
+266% +$1.8M 0.03% 486
2025
Q4 		$661K Sell
10,109
-5,488
-35% -$369K 0.01% 998
2025
Q3 		$1.04M Sell
15,597
-227
-1% -$15.7K 0.01% 809
2025
Q2 		$1.09M Buy
+15,824
New +$1.11M 0.02% 444
2024
Q4 		– Sell
-14,094
Closed -$1.03M – 749
2024
Q3 		$1.03M Buy
14,094
+817
+6% +$56.5K 0.03% 258
2024
Q2 		$821K Buy
13,277
+8,197
+161% +$484K 0.02% 273
2024
Q1 		$287K Buy
5,080
+443
+10% +$24.5K 0.01% 477
2023
Q4 		$253K Buy
4,637
+638
+16% +$34.4K 0.01% 439
2023
Q3 		$222K Sell
3,999
-4,626
-54% -$267K 0.01% 473
2023
Q2 		$506K Sell
8,625
-752
-8% -$44.7K 0.02% 261
2023
Q1 		$548K Sell
9,377
-224
-2% -$12.7K 0.02% 208
2022
Q4 		$544K Sell
9,601
-106
-1% -$5.67K 0.02% 176
2022
Q3 		$479K Buy
9,707
+438
+5% +$22.9K 0.03% 184
2022
Q2 		$478K Buy
+9,269
New +$472K 0.03% 198
2018
Q2 		– Sell
-31,925
Closed -$1.5M – 674
2018
Q1 		$1.5M Buy
31,925
+8,561
+37% +$521K 0.25% 85
2017
Q4 		$1.5M Buy
+23,364
New +$1.48M 0.19% 107

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Trail Advisors's UL Position: Q2 2026 in Review

Summit Trail Advisors increased its Unilever (UL) stake by 3.3% in Q2 2026, buying an estimated $71K and bringing the position to 38,209 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #522.

Summit Trail Advisors first reported a position in UL in Q4 2017 and has held it in 17 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Summit Trail Advisors held 38,209 shares of Unilever worth $2.3M as of Q2 2026.
  • Summit Trail Advisors bought 1,229 Unilever shares in Q2 2026, an estimated $71K.
  • Unilever made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #522 holding.
  • Summit Trail Advisors first reported a position in Unilever in Q4 2017 and has held it in 17 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.