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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
Q2 		$977K Buy
16,254
+306
+2% +$17.7K 0.25% 48
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 $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

Keystone Financial Services (Colorado)'s UL Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its Unilever (UL) stake by 1.9% in Q2 2026, buying an estimated $17.7K and bringing the position to 16,254 shares worth $977K. The position accounts for 0.25% of the portfolio, ranked #48.

Keystone Financial Services (Colorado) first reported a position in UL in Q4 2021 and has held it in 19 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Keystone Financial Services (Colorado) held 16,254 shares of Unilever worth $977K as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 306 Unilever shares in Q2 2026, an estimated $17.7K.
  • Unilever made up 0.25% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #48 holding.
  • Keystone Financial Services (Colorado) first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.