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Keebeck Wealth Management’s Unilever UL Stock Holding History

Keebeck 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
2026
Q1 		$238K Buy
+4,151
New +$278K 0.03% 373
2020
Q3 		– Sell
-415
Closed -$25K – 348
2020
Q2 		$25K Buy
+415
New +$24.8K 0.01% 265

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keebeck Wealth Management's UL Position: Q1 2026 in Review

Keebeck Wealth Management opened a new position in Unilever (UL) in Q1 2026: 4,151 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #373 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in UL as recently as Q2 2020.

Keebeck Wealth Management first reported a position in UL in Q2 2020 and has held it in 2 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Keebeck Wealth Management held 4,151 shares of Unilever worth $238K as of Q1 2026.
  • Unilever was a new Keebeck Wealth Management position in Q1 2026.
  • Unilever made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #373 holding.
  • Keebeck Wealth Management first reported a position in Unilever in Q2 2020 and has held it in 2 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.