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Keystone Financial Services (Colorado)’s Unilever UL Stock Holding History

Keystone Financial Services (Colorado)’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 		$909K Buy
15,948
+1,324
+9% +$88.7K 0.27% 47
2025
Q4 		$956K Buy
14,624
+52
+0.4% +$3.5K 0.29% 46
2025
Q3 		$972K Buy
14,572
+1,049
+8% +$72.4K 0.3% 43
2025
Q2 		$931K Buy
13,523
+2,242
+20% +$157K 0.32% 38
2025
Q1 		$756K Buy
11,281
+460
+4% +$29.7K 0.29% 48
2024
Q4 		$690K Buy
10,821
+579
+6% +$39.1K 0.26% 42
2024
Q3 		$748K Buy
10,242
+734
+8% +$50.7K 0.29% 40
2024
Q2 		$588K Buy
9,508
+762
+9% +$45K 0.24% 49
2024
Q1 		$494K Sell
8,746
-31
-0.4% -$1.72K 0.22% 55
2023
Q4 		$479K Buy
8,777
+268
+3% +$14.5K 0.23% 51
2023
Q3 		$473K Buy
8,509
+41
+0.5% +$2.37K 0.25% 46
2023
Q2 		$497K Buy
8,468
+14
+0.2% +$831 0.25% 42
2023
Q1 		$494K Sell
8,454
-81
-0.9% -$4.6K 0.26% 43
2022
Q4 		$491K Buy
8,535
+173
+2% +$9.26K 0.26% 46
2022
Q3 		$421K Sell
8,362
-99
-1% -$5.17K 0.24% 50
2022
Q2 		$461K Buy
8,461
+463
+6% +$23.6K 0.25% 47
2022
Q1 		$404K Sell
7,998
-83
-1% -$4.62K 0.23% 50
2021
Q4 		$489K Buy
+8,081
New +$480K 0.25% 43

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

Keystone Financial Services (Colorado)'s UL Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Unilever (UL) stake by 9.1% in Q1 2026, buying an estimated $88.7K and bringing the position to 15,948 shares worth $909K. The position accounts for 0.27% of the portfolio, ranked #47.

Keystone Financial Services (Colorado) first reported a position in UL in Q4 2021 and has held it in 18 quarters since. The position peaked at $972K in Q3 2025. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Keystone Financial Services (Colorado) held 15,948 shares of Unilever worth $909K as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 1,324 Unilever shares in Q1 2026, an estimated $88.7K.
  • Unilever made up 0.27% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #47 holding.
  • Keystone Financial Services (Colorado) first reported a position in Unilever in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s Unilever position peaked at $972K in Q3 2025.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.