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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
Q2 		$373K Sell
3,397
-239
-7% -$23.7K 0.04% 378
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Advisor Group's KMB Position: Q2 2026 in Review

United Advisor Group reduced its Kimberly-Clark (KMB) stake by 6.6% in Q2 2026, selling an estimated $23.7K and leaving 3,397 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #378.

United Advisor Group first reported a position in KMB in Q4 2024 and has held it in 4 quarters since. The position peaked at $376K in Q4 2025. 1,710 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • United Advisor Group held 3,397 shares of Kimberly-Clark worth $373K as of Q2 2026.
  • United Advisor Group sold 239 Kimberly-Clark shares in Q2 2026, an estimated $23.7K.
  • Kimberly-Clark made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #378 holding.
  • United Advisor Group first reported a position in Kimberly-Clark in Q4 2024 and has held it in 4 quarters since.
  • United Advisor Group's Kimberly-Clark position peaked at $376K in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.