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 Q2	$257K	Sell	4,267 -44	-1%	-$2.54K	0.04%	213
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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kiley Juergens Wealth Management's UL Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Unilever (UL) stake by 1% in Q2 2026, selling an estimated $2.54K and leaving 4,267 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #213.

Kiley Juergens Wealth Management first reported a position in UL in Q4 2017 and has held it in 5 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Kiley Juergens Wealth Management held 4,267 shares of Unilever worth $257K as of Q2 2026.
Kiley Juergens Wealth Management sold 44 Unilever shares in Q2 2026, an estimated $2.54K.
Unilever made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #213 holding.
Kiley Juergens Wealth Management first reported a position in Unilever in Q4 2017 and has held it in 5 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.