KPWS
UL icon

Kestra Private Wealth Services’s Unilever UL Stock Holding History

Kestra Private Wealth 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
Q2 		$954K Sell
15,865
-489
-3% -$28.3K 0.01% 924
2026
Q1 		$932K Sell
16,354
-11,994
-42% -$804K 0.01% 869
2025
Q4 		$1.85M Buy
28,348
+12,778
+82% +$859K 0.02% 565
2025
Q3 		$1.04M Sell
15,570
-1,585
-9% -$109K 0.01% 761
2025
Q2 		$1.18M Sell
17,155
-491
-3% -$34.5K 0.02% 676
2025
Q1 		$1.18M Buy
17,646
+173
+1% +$11.2K 0.02% 617
2024
Q4 		$1.11M Buy
17,473
+2,566
+17% +$173K 0.02% 606
2024
Q3 		$1.09M Sell
14,907
-16,014
-52% -$1.11M 0.02% 591
2024
Q2 		$1.91M Sell
30,921
-12,836
-29% -$759K 0.04% 407
2024
Q1 		$2.47M Buy
43,757
+707
+2% +$39.2K 0.06% 321
2023
Q4 		$2.35M Buy
43,050
+15,612
+57% +$842K 0.06% 317
2023
Q3 		$1.52M Buy
27,438
+704
+3% +$40.7K 0.05% 366
2023
Q2 		$1.57M Buy
26,734
+1,103
+4% +$65.5K 0.05% 346
2023
Q1 		$1.5M Buy
25,631
+5,795
+29% +$329K 0.06% 328
2022
Q4 		$1.12M Sell
19,836
-8,096
-29% -$433K 0.06% 347
2022
Q3 		$1.38M Sell
27,932
-1,158
-4% -$60.5K 0.08% 272
2022
Q2 		$1.5M Buy
29,090
+1,657
+6% +$84.4K 0.09% 272
2022
Q1 		$1.41M Buy
27,433
+72
+0.3% +$4.01K 0.07% 298
2021
Q4 		$1.66M Sell
27,361
-556
-2% -$33K 0.08% 270
2021
Q3 		$1.7M Sell
27,917
-1,342
-5% -$85.5K 0.1% 236
2021
Q2 		$1.93M Buy
29,259
+1,834
+7% +$122K 0.12% 197
2021
Q1 		$1.72M Buy
27,425
+5,792
+27% +$369K 0.12% 191
2020
Q4 		$1.48M Buy
21,633
+14,490
+203% +$983K 0.11% 201
2020
Q3 		$496K Buy
+7,143
New +$477K 0.04% 382

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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 22.9% 1-Year Est. Return

Kestra Private Wealth Services's UL Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Unilever (UL) stake by 3% in Q2 2026, selling an estimated $28.3K and leaving 15,865 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #924.

Kestra Private Wealth Services first reported a position in UL in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.47M in Q1 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Kestra Private Wealth Services held 15,865 shares of Unilever worth $954K as of Q2 2026.
  • Kestra Private Wealth Services sold 489 Unilever shares in Q2 2026, an estimated $28.3K.
  • Unilever made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #924 holding.
  • Kestra Private Wealth Services first reported a position in Unilever in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Unilever position peaked at $2.47M in Q1 2024.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.