Clear Harbor Asset Management’s Unilever UL Stock Holding History

Clear Harbor Asset 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	$235K	Sell	3,912 -100	-2%	-$5.78K	0.01%	403
2026 Q1	$229K	Buy	4,012 +93	+2%	+$6.23K	0.02%	396
2025 Q4	$256K	Sell	3,919 -73	-2%	-$4.91K	0.02%	382
2025 Q3	$266K	Sell	3,992 -89	-2%	-$6.14K	0.02%	367
2025 Q2	$281K	Hold	4,081	–	–	0.02%	346
2025 Q1	$273K	Buy	4,081 +92	+2%	+$5.93K	0.02%	338
2024 Q4	$254K	Hold	3,989	–	–	0.02%	331
2024 Q3	$292K	Buy	+3,989	New	+$276K	0.02%	298
2023 Q3	–	Sell	-3,824	Closed	-$224K	–	380
2023 Q2	$224K	Hold	3,824	–	–	0.02%	302
2023 Q1	$223K	Buy	+3,824	New	+$217K	0.02%	329

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

Clear Harbor Asset Management's UL Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Unilever (UL) stake by 2.5% in Q2 2026, selling an estimated $5.78K and leaving 3,912 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #403.

Clear Harbor Asset Management first reported a position in UL in Q1 2023 and has held it in 10 quarters since. The position peaked at $292K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Clear Harbor Asset Management held 3,912 shares of Unilever worth $235K as of Q2 2026.
Clear Harbor Asset Management sold 100 Unilever shares in Q2 2026, an estimated $5.78K.
Unilever made up 0.01% of Clear Harbor Asset Management's portfolio in Q2 2026, its #403 holding.
Clear Harbor Asset Management first reported a position in Unilever in Q1 2023 and has held it in 10 quarters since.
Clear Harbor Asset Management's Unilever position peaked at $292K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.