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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
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

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Fisher Asset Management
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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 Private Wealth Services's UL Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Unilever (UL) stake by 42% in Q1 2026, selling an estimated $804K and leaving 16,354 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #869.

Kestra Private Wealth Services first reported a position in UL in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.47M in Q1 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Kestra Private Wealth Services held 16,354 shares of Unilever worth $932K as of Q1 2026.
  • Kestra Private Wealth Services sold 11,994 Unilever shares in Q1 2026, an estimated $804K.
  • Unilever made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #869 holding.
  • Kestra Private Wealth Services first reported a position in Unilever in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Unilever position peaked at $2.47M in Q1 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.