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Kovack Advisors’s Unilever UL Stock Holding History

Kovack 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
Q1 		$218K Sell
3,867
-323
-8% -$21.6K 0.01% 890
2025
Q4 		$274K Buy
4,190
+1,032
+33% +$69.4K 0.01% 789
2025
Q3 		$211K Buy
3,158
+6
+0.2% +$414 0.02% 560
2025
Q2 		$217K Buy
3,152
+6
+0.2% +$421 0.02% 539
2025
Q1 		$211K Buy
3,146
+6
+0.2% +$387 0.02% 524
2024
Q4 		$200K Buy
3,140
+36
+1% +$2.43K 0.02% 566
2024
Q3 		$227K Sell
3,104
-182
-6% -$12.6K 0.02% 512
2024
Q2 		$203K Buy
+3,286
New +$194K 0.02% 526
2024
Q1 		– Sell
-3,677
Closed -$201K – 598
2023
Q4 		$201K Buy
3,677
+57
+2% +$3.08K 0.02% 525
2023
Q3 		$201K Buy
3,620
+13
+0.4% +$751 0.03% 489
2023
Q2 		$212K Buy
+3,607
New +$214K 0.03% 505
2023
Q1 		– Sell
-10,012
Closed -$567K – 652
2022
Q4 		$567K Sell
10,012
-236
-2% -$12.6K 0.08% 254
2022
Q3 		$505K Sell
10,248
-87
-0.8% -$4.55K 0.07% 277
2022
Q2 		$533K Buy
+10,335
New +$526K 0.07% 301
2019
Q4 		– Sell
-3,101
Closed -$210K – 555
2019
Q3 		$210K Buy
3,101
+5
+0.2% +$346 0.04% 416
2019
Q2 		$216K Buy
3,096
+4
+0.1% +$271 0.05% 378
2019
Q1 		$201K Buy
+3,092
New +$188K 0.05% 384

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

Kovack Advisors's UL Position: Q1 2026 in Review

Kovack Advisors reduced its Unilever (UL) stake by 7.7% in Q1 2026, selling an estimated $21.6K and leaving 3,867 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #890.

Kovack Advisors first reported a position in UL in Q1 2019 and has held it in 17 quarters since. The position peaked at $567K in Q4 2022. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Kovack Advisors held 3,867 shares of Unilever worth $218K as of Q1 2026.
  • Kovack Advisors sold 323 Unilever shares in Q1 2026, an estimated $21.6K.
  • Unilever made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #890 holding.
  • Kovack Advisors first reported a position in Unilever in Q1 2019 and has held it in 17 quarters since.
  • Kovack Advisors's Unilever position peaked at $567K in Q4 2022.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.