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Keating Financial Advisory Services’s Unilever UL Stock Holding History

Keating Financial Advisory Services’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
Q2 		$22.8K Buy
380
+238
+168% +$13.8K ﹤0.01% 935
2026
Q1 		$8.09K Hold
142
– – ﹤0.01% 1213
2025
Q4 		$9.29K Buy
+142
New +$9.54K ﹤0.01% 1116

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
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T. Rowe Price Associates
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State Farm Mutual Automobile Insurance
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keating Financial Advisory Services's UL Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Unilever (UL) stake by 168% in Q2 2026, buying an estimated $13.8K and bringing the position to 380 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Keating Financial Advisory Services first reported a position in UL in Q4 2025 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Keating Financial Advisory Services held 380 shares of Unilever worth $22.8K as of Q2 2026.
  • Keating Financial Advisory Services bought 238 Unilever shares in Q2 2026, an estimated $13.8K.
  • Unilever made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #935 holding.
  • Keating Financial Advisory Services first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.