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Keel Point’s Unilever UL Stock Holding History

Keel Point’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 		– Sell
-3,696
Closed -$242K – 563
2025
Q4 		$242K Sell
3,696
-86
-2% -$5.78K 0.01% 459
2025
Q3 		$252K Buy
3,782
+42
+1% +$2.9K 0.02% 448
2025
Q2 		$257K Buy
+3,740
New +$262K 0.02% 427
2024
Q4 		– Sell
-3,377
Closed -$247K – 470
2024
Q3 		$247K Buy
3,377
+80
+2% +$5.53K 0.02% 377
2024
Q2 		$226K Buy
+3,297
New +$195K 0.02% 388
2021
Q4 		– Sell
-3,330
Closed -$203K – 289
2021
Q3 		$203K Buy
3,330
+110
+3% +$7.01K 0.03% 251
2021
Q2 		$212K Sell
3,220
-400
-11% -$26.6K 0.02% 250
2021
Q1 		$227K Buy
+3,620
New +$231K 0.02% 243

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

Keel Point's UL Position: Q1 2026 in Review

Keel Point sold out of Unilever (UL) in Q1 2026, closing a stake of 3,696 shares — an estimated $242K sold.

Keel Point first reported a position in UL in Q1 2021 and held it in 8 quarters. The position peaked at $257K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Keel Point reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Keel Point sold 3,696 Unilever shares in Q1 2026, an estimated $242K.
  • Keel Point first reported a position in Unilever in Q1 2021 and held it in 8 quarters.
  • Keel Point's Unilever position peaked at $257K in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.