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BKM Wealth Management’s Unilever UL Stock Holding History

BKM Wealth Management’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
Q2 		– Sell
-11,708
Closed -$784K – 159
2025
Q1 		$784K Buy
11,708
+607
+5% +$39.2K 0.32% 79
2024
Q4 		$708K Sell
11,101
-73
-0.7% -$4.93K 0.29% 83
2024
Q3 		$817K Sell
11,174
-974
-8% -$67.3K 0.33% 80
2024
Q2 		$752K Sell
12,148
-34
-0.3% -$2.01K 0.36% 82
2024
Q1 		$688K Buy
12,182
+3,657
+43% +$203K 0.3% 86
2023
Q4 		$465K Buy
+8,525
New +$460K 0.2% 101

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BKM Wealth Management's UL Position: Q2 2025 in Review

BKM Wealth Management sold out of Unilever (UL) in Q2 2025, closing a stake of 11,708 shares — an estimated $784K sold.

BKM Wealth Management first reported a position in UL in Q4 2023 and held it in 6 quarters. The position peaked at $817K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • BKM Wealth Management reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • BKM Wealth Management sold 11,708 Unilever shares in Q2 2025, an estimated $784K.
  • BKM Wealth Management first reported a position in Unilever in Q4 2023 and held it in 6 quarters.
  • BKM Wealth Management's Unilever position peaked at $817K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on BKM Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.