ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ UL — Unilever PLC ADR New (United K

Ownership history in ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/  ·  6 quarters on record

AI Ownership Summary

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported Unilever PLC ADR New (United K (UL) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows UL at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/'s position in Unilever PLC ADR New (United K, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UL was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UL stock page ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ fund profile ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ full holdings
How ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ held UL — position size vs. price
% of Fund (quarterly)    UL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 94,351 -1,065 -1.1% 0.34% $5.7M 2026-07-31 $62.88
2026 Q1 ADDED — — — 95,416 +2,582 +2.8% 0.35% $5.4M 2026-05-08 $57.36
2025 Q4 ADDED — — — 92,834 +45,830 +97.5% 0.28% $6.1M 2026-02-11 $71.42
2025 Q3 ADDED — — — 47,004 +1,319 +2.9% 0.14% $2.8M 2025-11-07 $67.48
2025 Q2 REDUCED 31.0% -2.4% ✅ 45,685 -20,547 -31.0% 0.15% $2.8M 2025-08-07 $66.17
2025 Q1 INITIATED — — — 66,232 — — 0.25% $3.9M 2025-05-12 $65.74

🏢 Other funds also holding UL

As of 2026 Q3 — sorted by position size

Martin Capital Partners, LLC 3Y 7Y 2.32% Parrish Capital LLC 1.16% HALL LAURIE J TRUSTEE 3Y 7Y 1.03% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 0.52% Kennon-Green & Company, LLC 3Y 0.46% ROCKLAND TRUST CO 3Y 7Y 0.37% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.2% GoalVest Advisory LLC 3Y 0.19% Byrne Asset Management LLC 3Y 0.16% Versant Capital Management, Inc 3Y 7Y 0.07%

FAQ About ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ and UL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported owning UL?

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported UL across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported UL position in ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/'s portfolio?

The largest reported portfolio weight for UL was 0.35% in 2026 Q1.

What is the latest reported UL position on this page?

The most recent filing on this page is 2026 Q2, when ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported 94,351 shares, equal to 0.34% of portfolio, with an estimated market value of $5.7M.

What does the chart on this UL ownership page compare?

The chart compares ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/'s quarterly UL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ time their UL position?

Based on 13F filing dates vs. subsequent UL price moves, ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on UL relative to SPY over the holding period was +4462.9%.

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