KWM
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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
Q2 		$521K Sell
8,668
-1,313
-13% -$75.9K 0.01% 966
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 $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

Kingsview Wealth Management's UL Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Unilever (UL) stake by 13% in Q2 2026, selling an estimated $75.9K and leaving 8,668 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #966.

Kingsview Wealth Management first reported a position in UL in Q2 2021 and has held it in 21 quarters since. The position peaked at $636K in Q3 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Kingsview Wealth Management held 8,668 shares of Unilever worth $521K as of Q2 2026.
  • Kingsview Wealth Management sold 1,313 Unilever shares in Q2 2026, an estimated $75.9K.
  • Unilever made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #966 holding.
  • Kingsview Wealth Management first reported a position in Unilever in Q2 2021 and has held it in 21 quarters since.
  • Kingsview Wealth Management's Unilever position peaked at $636K in Q3 2023.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.