UAG
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United Advisor Group’s Kimberly-Clark KMB Stock Holding History

United Advisor Group’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$351K Sell
3,636
-88
-2% -$9.01K 0.04% 359
2025
Q4 		$376K Buy
+3,724
New +$407K 0.05% 328
2025
Q1 		– Sell
-1,633
Closed -$214K – 370
2024
Q4 		$214K Buy
+1,633
New +$223K 0.04% 345

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

United Advisor Group's KMB Position: Q1 2026 in Review

United Advisor Group reduced its Kimberly-Clark (KMB) stake by 2.4% in Q1 2026, selling an estimated $9.01K and leaving 3,636 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #359.

United Advisor Group first reported a position in KMB in Q4 2024 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • United Advisor Group held 3,636 shares of Kimberly-Clark worth $351K as of Q1 2026.
  • United Advisor Group sold 88 Kimberly-Clark shares in Q1 2026, an estimated $9.01K.
  • Kimberly-Clark made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #359 holding.
  • United Advisor Group first reported a position in Kimberly-Clark in Q4 2024 and has held it in 3 quarters since.
  • United Advisor Group's Kimberly-Clark position peaked at $376K in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.