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Keudell/Morrison Wealth Management’s Unilever UL Stock Holding History

Keudell/Morrison Wealth 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
2026
Q2 		$534K Buy
8,875
+393
+5% +$22.7K 0.1% 130
2026
Q1 		$483K Buy
8,482
+1,772
+26% +$119K 0.1% 135
2025
Q4 		$439K Buy
+6,710
New +$451K 0.09% 148
2025
Q2 		$275K Buy
3,999
+249
+7% +$17.5K 0.06% 177
2025
Q1 		$251K Buy
3,750
+382
+11% +$24.6K 0.06% 186
2024
Q4 		$215K Buy
3,368
+108
+3% +$7.29K 0.06% 201
2024
Q3 		$238K Sell
3,260
-1,484
-31% -$103K 0.06% 189
2024
Q2 		$293K Sell
4,744
-1,528
-24% -$90.3K 0.09% 160
2024
Q1 		$354K Sell
6,272
-1,147
-15% -$63.5K 0.11% 144
2023
Q4 		$405K Sell
7,419
-1,561
-17% -$84.2K 0.13% 124
2023
Q3 		$499K Buy
8,980
+128
+1% +$7.4K 0.15% 99
2023
Q2 		$519K Sell
8,852
-256
-3% -$15.2K 0.15% 100
2023
Q1 		$532K Sell
9,108
-197
-2% -$11.2K 0.16% 96
2022
Q4 		$527K Sell
9,305
-28
-0.3% -$1.5K 0.17% 95
2022
Q3 		$460K Buy
9,333
+738
+9% +$38.6K 0.17% 91
2022
Q2 		$443K Buy
8,595
+4,074
+90% +$207K 0.16% 103
2022
Q1 		$232K Sell
4,521
-6,903
-60% -$384K 0.1% 161
2021
Q4 		$691K Sell
11,424
-901
-7% -$53.5K 0.27% 78
2021
Q3 		$752K Buy
12,325
+976
+9% +$62.2K 0.32% 74
2021
Q2 		$747K Buy
11,349
+1,020
+10% +$67.8K 0.41% 74
2021
Q1 		$649K Buy
10,329
+554
+6% +$35.3K 0.38% 80
2020
Q4 		$664K Buy
9,775
+1,480
+18% +$100K 0.42% 73
2020
Q3 		$576K Buy
8,295
+78
+0.9% +$5.21K 0.37% 75
2020
Q2 		$507K Buy
8,217
+1,488
+22% +$88.9K 0.42% 79
2020
Q1 		$383K Buy
6,729
+2,108
+46% +$132K 0.37% 90
2019
Q4 		$297K Buy
4,621
+17
+0.4% +$1.13K 0.21% 115
2019
Q3 		$311K Buy
4,604
+64
+1% +$4.43K 0.26% 109
2019
Q2 		$303K Sell
4,540
-389
-8% -$26.4K 0.27% 106
2019
Q1 		$320K Buy
+4,929
New +$300K 0.28% 99

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 22.96% 1-Year Est. Return

Keudell/Morrison Wealth Management's UL Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Unilever (UL) stake by 4.6% in Q2 2026, buying an estimated $22.7K and bringing the position to 8,875 shares worth $534K. The position accounts for 0.1% of the portfolio, ranked #130.

Keudell/Morrison Wealth Management first reported a position in UL in Q1 2019 and has held it in 29 quarters since. The position peaked at $752K in Q3 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Keudell/Morrison Wealth Management held 8,875 shares of Unilever worth $534K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 393 Unilever shares in Q2 2026, an estimated $22.7K.
  • Unilever made up 0.1% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Keudell/Morrison Wealth Management first reported a position in Unilever in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Unilever position peaked at $752K in Q3 2021.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.