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Kestra Investment Management’s Unilever UL Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-223
Closed -$14.9K – 962
2025
Q2 		$14.9K Hold
223
– – ﹤0.01% 670
2025
Q1 		$14.9K Sell
223
-449
-67% -$29K ﹤0.01% 583
2024
Q4 		$42.9K Buy
+672
New +$45.4K ﹤0.01% 567

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GQG Partners
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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ClearBridge Investments
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Bank of America
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Dimensional Fund Advisors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Investment Management's UL Position: Q3 2025 in Review

Kestra Investment Management sold out of Unilever (UL) in Q3 2025, closing a stake of 223 shares — an estimated $14.9K sold.

Kestra Investment Management first reported a position in UL in Q4 2024 and held it in 3 quarters. The position peaked at $42.9K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Kestra Investment Management reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 223 Unilever shares in Q3 2025, an estimated $14.9K.
  • Kestra Investment Management first reported a position in Unilever in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Unilever position peaked at $42.9K in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.