KFI
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Key Financial Inc’s Unilever UL Stock Holding History

Key Financial Inc’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 		$7.8K Hold
137
– – ﹤0.01% 937
2025
Q4 		$8.96K Sell
137
-44
-24% -$2.96K ﹤0.01% 910
2025
Q3 		$12K Sell
181
-120
-40% -$8.28K ﹤0.01% 839
2025
Q2 		$20.7K Hold
301
– – ﹤0.01% 687
2025
Q1 		$20.2K Hold
301
– – ﹤0.01% 664
2024
Q4 		$19.2K Buy
301
+43
+17% +$2.9K ﹤0.01% 664
2024
Q3 		$18.8K Hold
258
– – ﹤0.01% 662
2024
Q2 		$15.9K Hold
258
– – ﹤0.01% 675
2024
Q1 		$14.6K Hold
258
– – ﹤0.01% 668
2023
Q4 		$14.1K Sell
258
-95
-27% -$5.13K ﹤0.01% 662
2023
Q3 		$19.6K Hold
353
– – 0.01% 571
2023
Q2 		$20.7K Buy
353
+120
+52% +$7.13K 0.01% 568
2023
Q1 		$13.6K Sell
233
-133
-36% -$7.56K 0.01% 612
2022
Q4 		$18.1K Hold
366
– – 0.01% 511
2022
Q3 		$18K Hold
366
– – 0.01% 519
2022
Q2 		$19K Hold
366
– – 0.01% 520
2022
Q1 		$19K Hold
366
– – 0.01% 518
2021
Q4 		$22K Sell
366
-22
-6% -$1.31K 0.01% 475
2021
Q3 		$24K Buy
388
+155
+67% +$9.88K 0.01% 438
2021
Q2 		$15K Hold
233
– – 0.01% 513
2021
Q1 		$15K Hold
233
– – 0.01% 439
2020
Q4 		$16K Buy
+233
New +$15.8K 0.01% 404
2020
Q2 		– Sell
-119
Closed -$7K – 594
2020
Q1 		$7K Buy
+119
New +$7.46K 0.01% 473

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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

Key Financial Inc's UL Position: Q1 2026 in Review

Key Financial Inc held its Unilever (UL) position steady in Q1 2026 at 137 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Key Financial Inc first reported a position in UL in Q1 2020 and has held it in 23 quarters since. The position peaked at $24K in Q3 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Key Financial Inc held 137 shares of Unilever worth $7.8K as of Q1 2026.
  • Key Financial Inc left its Unilever share count unchanged in Q1 2026.
  • Unilever made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #937 holding.
  • Key Financial Inc first reported a position in Unilever in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Unilever position peaked at $24K in Q3 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.