KJWM
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Kiley Juergens Wealth Management’s Unilever UL Stock Holding History

Kiley Juergens 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
Q1 		$246K Buy
+4,311
New +$289K 0.04% 209
2018
Q4 		– Sell
-1,692
Closed -$104K – 603
2018
Q3 		$104K Hold
1,692
– – 0.08% 148
2018
Q2 		$105K Buy
+1,692
New +$105K 0.09% 129
2018
Q1 		– Sell
-1,425
Closed -$88K – 568
2017
Q4 		$88K Buy
+1,425
New +$90.3K 0.08% 140

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

Kiley Juergens Wealth Management's UL Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Unilever (UL) in Q1 2026: 4,311 shares worth $246K. The stake represents 0.04% of the portfolio and ranks #209 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in UL as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in UL in Q4 2017 and has held it in 4 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Kiley Juergens Wealth Management held 4,311 shares of Unilever worth $246K as of Q1 2026.
  • Unilever was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Unilever made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Kiley Juergens Wealth Management first reported a position in Unilever in Q4 2017 and has held it in 4 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.