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Kestra Advisory Services’s Unilever UL Stock Holding History

Kestra 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
Q1 		$6.49M Buy
114,004
+3,705
+3% +$248K 0.02% 665
2025
Q4 		$7.21M Buy
110,299
+3,351
+3% +$225K 0.03% 545
2025
Q3 		$7.13M Buy
106,948
+40,007
+60% +$2.76M 0.03% 520
2025
Q2 		$4.61M Buy
66,941
+3,267
+5% +$229K 0.02% 677
2025
Q1 		$4.27M Sell
63,674
-3,630
-5% -$234K 0.02% 642
2024
Q4 		$4.29M Sell
67,304
-145,199
-68% -$9.81M 0.02% 635
2024
Q3 		$15.5M Sell
212,503
-1,275
-0.6% -$88.1K 0.09% 249
2024
Q2 		$13.1M Buy
213,778
+150,236
+236% +$8.88M 0.07% 289
2024
Q1 		$3.59M Sell
63,542
-8,242
-11% -$457K 0.02% 640
2023
Q4 		$3.92M Sell
71,784
-2,430
-3% -$131K 0.03% 536
2023
Q3 		$4.12M Buy
74,214
+15,403
+26% +$890K 0.04% 447
2023
Q2 		$3.45M Sell
58,811
-5,014
-8% -$298K 0.03% 497
2023
Q1 		$3.73M Sell
63,825
-32,294
-34% -$1.83M 0.04% 440
2022
Q4 		$5.44M Buy
96,119
+20,893
+28% +$1.12M 0.05% 405
2022
Q3 		$3.71M Sell
75,226
-9,615
-11% -$502K 0.04% 457
2022
Q2 		$4.37M Buy
84,841
+25,782
+44% +$1.31M 0.05% 396
2022
Q1 		$3.03M Buy
59,059
+490
+0.8% +$27.3K 0.03% 533
2021
Q4 		$3.54M Sell
58,569
-16,776
-22% -$997K 0.04% 475
2021
Q3 		$4.6M Buy
75,345
+17,804
+31% +$1.13M 0.05% 414
2021
Q2 		$3.79M Sell
57,541
-219
-0.4% -$14.6K 0.04% 437
2021
Q1 		$3.63M Sell
57,760
-4,850
-8% -$309K 0.05% 403
2020
Q4 		$4.29M Buy
62,610
+45,643
+269% +$3.1M 0.05% 370
2020
Q3 		$1.18M Buy
+16,967
New +$1.13M 0.02% 573

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

Kestra Advisory Services's UL Position: Q1 2026 in Review

Kestra Advisory Services increased its Unilever (UL) stake by 3.4% in Q1 2026, buying an estimated $248K and bringing the position to 114,004 shares worth $6.49M. The position accounts for 0.02% of the portfolio, ranked #665.

Kestra Advisory Services first reported a position in UL in Q3 2020 and has held it in 23 quarters since. The position peaked at $15.5M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Kestra Advisory Services held 114,004 shares of Unilever worth $6.49M as of Q1 2026.
  • Kestra Advisory Services bought 3,705 Unilever shares in Q1 2026, an estimated $248K.
  • Unilever made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #665 holding.
  • Kestra Advisory Services first reported a position in Unilever in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Unilever position peaked at $15.5M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.