Kerr Financial Planning’s Unilever UL Stock Holding History

Kerr Financial Planning’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 Q4	–	Sell	-30	Closed	-$2.02K	–	559
2025 Q3	$2.02K	Buy	+30	New	+$2.07K	﹤0.01%	485

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kerr Financial Planning's UL Position: Q4 2025 in Review

Kerr Financial Planning sold out of Unilever (UL) in Q4 2025, closing a stake of 30 shares — an estimated $2.02K sold.

Kerr Financial Planning first reported a position in UL in Q3 2025 and held it in 1 quarter. The position peaked at $2.02K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Kerr Financial Planning reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 30 Unilever shares in Q4 2025, an estimated $2.02K.
Kerr Financial Planning first reported a position in Unilever in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Unilever position peaked at $2.02K in Q3 2025.
1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.