Kingswood Wealth Advisors’s Unilever UL Stock Holding History

Kingswood Wealth Advisors’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	$256K	Buy	4,251 +155	+4%	+$8.96K	0.01%	851
2026 Q1	$233K	Buy	+4,096	New	+$275K	0.01%	822
2025 Q4	–	Sell	-5,348	Closed	-$357K	–	916
2025 Q3	$357K	Buy	5,348 +1,072	+25%	+$74K	0.02%	570
2025 Q2	$294K	Sell	4,276 -478	-10%	-$33.5K	0.02%	578
2025 Q1	$318K	Sell	4,754 -323	-6%	-$20.8K	0.03%	527
2024 Q4	$324K	Buy	5,077 +1,513	+42%	+$102K	0.02%	581
2024 Q3	$260K	Buy	+3,564	New	+$246K	0.02%	612

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

Kingswood Wealth Advisors's UL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Unilever (UL) stake by 3.8% in Q2 2026, buying an estimated $8.96K and bringing the position to 4,251 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #851.

Kingswood Wealth Advisors first reported a position in UL in Q3 2024 and has held it in 7 quarters since. The position peaked at $357K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Kingswood Wealth Advisors held 4,251 shares of Unilever worth $256K as of Q2 2026.
Kingswood Wealth Advisors bought 155 Unilever shares in Q2 2026, an estimated $8.96K.
Unilever made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #851 holding.
Kingswood Wealth Advisors first reported a position in Unilever in Q3 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Unilever position peaked at $357K in Q3 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.