Kingsview Wealth Management’s Unilever UL Stock Holding History

Kingsview 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	$569K	Buy	9,981 +2,236	+29%	+$150K	0.01%	860
2025 Q4	$507K	Buy	7,745 +82	+1%	+$5.51K	0.01%	846
2025 Q3	$511K	Sell	7,663 -85	-1%	-$5.87K	0.01%	795
2025 Q2	$533K	Sell	7,748 -145	-2%	-$10.2K	0.01%	748
2025 Q1	$529K	Sell	7,893 -118	-1%	-$7.61K	0.01%	709
2024 Q4	$511K	Sell	8,011 -20	-0.2%	-$1.35K	0.01%	730
2024 Q3	$587K	Sell	8,031 -93	-1%	-$6.43K	0.01%	662
2024 Q2	$503K	Sell	8,124 -1,248	-13%	-$73.7K	0.01%	682
2024 Q1	$529K	Sell	9,372 -1,672	-15%	-$92.6K	0.01%	651
2023 Q4	$602K	Sell	11,044 -395	-3%	-$21.3K	0.02%	598
2023 Q3	$636K	Buy	11,439 +3,394	+42%	+$196K	0.02%	556
2023 Q2	$472K	Buy	8,045 +191	+2%	+$11.3K	0.02%	608
2023 Q1	$459K	Sell	7,854 -174	-2%	-$9.89K	0.02%	604
2022 Q4	$455K	Sell	8,028 -1,486	-16%	-$79.5K	0.02%	539
2022 Q3	$469K	Buy	9,514 +1,470	+18%	+$76.8K	0.02%	514
2022 Q2	$415K	Buy	8,044 +64	+0.8%	+$3.26K	0.02%	577
2022 Q1	$409K	Buy	7,980 +861	+12%	+$47.9K	0.02%	617
2021 Q4	$431K	Buy	7,119 +2,251	+46%	+$134K	0.02%	624
2021 Q3	$297K	Buy	4,868 +363	+8%	+$23.1K	0.01%	686
2021 Q2	$298K	Buy	+4,505	New	+$300K	0.01%	700

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return