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Summit Wealth Group (Colorado)’s Unilever UL Stock Holding History

Summit Wealth Group (Colorado)’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
-21,367
Closed -$1.19M – 624
2025
Q3 		$1.19M Buy
+21,367
New +$1.47M 0.13% 141

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ClearBridge Investments
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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 Wealth Group (Colorado)'s UL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Unilever (UL) in Q4 2025, closing a stake of 21,367 shares — an estimated $1.19M sold.

Summit Wealth Group (Colorado) first reported a position in UL in Q3 2025 and held it in 1 quarter. The position peaked at $1.19M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 21,367 Unilever shares in Q4 2025, an estimated $1.19M.
  • Summit Wealth Group (Colorado) first reported a position in Unilever in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Unilever position peaked at $1.19M in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.