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Flagship Harbor Advisors’s Unilever UL Stock Holding History

Flagship Harbor 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 		– Sell
-2,949
Closed -$193K – 2104
2025
Q4 		$193K Sell
2,949
-306
-9% -$20.6K 0.01% 671
2025
Q3 		$217K Buy
3,255
+26
+0.8% +$1.79K 0.01% 749
2025
Q2 		$222K Sell
3,229
-15
-0.5% -$1.05K 0.01% 702
2025
Q1 		$217K Buy
3,244
+25
+0.8% +$1.61K 0.01% 688
2024
Q4 		$205K Buy
3,219
+26
+0.8% +$1.76K 0.01% 698
2024
Q3 		$233K Sell
3,193
-54
-2% -$3.73K 0.01% 642
2024
Q2 		$201K Buy
+3,247
New +$192K 0.01% 659
2020
Q4 		– Sell
-1,068
Closed -$74K – 1694
2020
Q3 		$74K Sell
1,068
-4,472
-81% -$298K 0.01% 743
2020
Q2 		$342K Buy
5,540
+3,986
+256% +$238K 0.05% 324
2020
Q1 		$88K Buy
1,554
+17
+1% +$1.07K 0.02% 589
2019
Q4 		$99K Sell
1,537
-115
-7% -$7.64K 0.02% 612
2019
Q3 		$111K Sell
1,652
-268
-14% -$18.6K 0.02% 556
2019
Q2 		$133K Sell
1,920
-802
-29% -$54.4K 0.03% 497
2019
Q1 		$176K Sell
2,722
-1,033
-28% -$62.9K 0.04% 432
2018
Q4 		$220K Sell
3,755
-217
-5% -$13.1K 0.05% 330
2018
Q3 		$247K Buy
3,972
+340
+9% +$21.4K 0.05% 357
2018
Q2 		$225K Buy
+3,632
New +$226K 0.05% 363

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Flagship Harbor Advisors's UL Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 2,949 shares — an estimated $193K sold.

Flagship Harbor Advisors first reported a position in UL in Q2 2018 and held it in 17 quarters. The position peaked at $342K in Q2 2020. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,949 Unilever shares in Q1 2026, an estimated $193K.
  • Flagship Harbor Advisors first reported a position in Unilever in Q2 2018 and held it in 17 quarters.
  • Flagship Harbor Advisors's Unilever position peaked at $342K in Q2 2020.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.