Summit Trail Advisors, LLC

Position in UL — Unilever PLC

CIK 1698478 NEW YORK, NY

Position in UL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,297,125

+$190,375 QoQ

Shares Held

38,209

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#315

of 1,176 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $36,147,321 across 11 Household & Personal Products names. UL ranks #7 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	72,467	$10,626,560
2	CL	Colgate Palmolive Co	76,122	$6,978,864
3	CLX	Clorox Co /De/	32,334	$3,085,956
4	KMB	Kimberly Clark Corp	25,849	$2,837,444
5	SPB	Spectrum Brands Holdings, Inc.	29,671	$2,544,288
6	CHD	Church & Dwight Co Inc /De/	24,567	$2,380,050
7	UL	Unilever PLC This page	38,209	$2,297,125
8	NWL	Newell Brands Inc.	356,470	$2,188,725

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,297,125	38,209	+3.3%	Shares	Sole	2026-08-11
2026-03-31	$2,106,750	36,980	+265.8%	Shares	Sole	2026-05-12
2025-12-31	$661,128	10,109	-42.4%	Shares	Sole	2026-02-17
2025-09-30	$1,040,186	17,547	-1.4%	Shares	Sole	2025-11-14
2025-06-30	$1,088,947	17,802	+12.3%	Shares	Sole	2025-08-14
2024-09-30	$1,030,006	15,856	+6.2%	Shares	Sole	2024-11-12
2024-06-30	$821,385	14,937	+161.4%	Shares	Sole	2024-08-13
2024-03-31	$286,836	5,715	+9.5%	Shares	Sole	2024-04-23
2023-12-31	$252,920	5,217	+16.0%	Shares	Sole	2024-02-06
2023-09-30	$222,250	4,499	-53.6%	Shares	Sole	2023-10-30
2023-06-30	$505,817	9,703	-8.0%	Shares	Sole	2023-07-25
2023-03-31	$547,809	10,549	-2.3%	Shares	Sole	2023-05-04
2022-12-31	$543,830	10,801	-1.1%	Shares	Sole	2023-02-07
2022-09-30	$478,733	10,920	+4.7%	Shares	Sole	2022-11-10
2022-06-30	$477,915	10,428	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.