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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
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 $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 Trail Advisors's UL Position: Q1 2026 in Review

Summit Trail Advisors increased its Unilever (UL) stake by 266% in Q1 2026, buying an estimated $1.8M and bringing the position to 36,980 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #486.

Summit Trail Advisors first reported a position in UL in Q4 2017 and has held it in 16 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Summit Trail Advisors held 36,980 shares of Unilever worth $2.11M as of Q1 2026.
  • Summit Trail Advisors bought 26,871 Unilever shares in Q1 2026, an estimated $1.8M.
  • Unilever made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #486 holding.
  • Summit Trail Advisors first reported a position in Unilever in Q4 2017 and has held it in 16 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.