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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
Q2 		$330K Buy
5,497
+1,346
+32% +$77.8K 0.03% 351
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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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keebeck Wealth Management's UL Position: Q2 2026 in Review

Keebeck Wealth Management increased its Unilever (UL) stake by 32% in Q2 2026, buying an estimated $77.8K and bringing the position to 5,497 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #351.

Keebeck Wealth Management first reported a position in UL in Q2 2020 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Keebeck Wealth Management held 5,497 shares of Unilever worth $330K as of Q2 2026.
  • Keebeck Wealth Management bought 1,346 Unilever shares in Q2 2026, an estimated $77.8K.
  • Unilever made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Keebeck Wealth Management first reported a position in Unilever in Q2 2020 and has held it in 3 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.