Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Unilever UL Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-10
Closed -$620 – 680
2026
Q2 		$620 Buy
+10
New +$578 ﹤0.01% 503
2025
Q2 		– Sell
-12
Closed -$834 – 630
2025
Q1 		$834 Buy
+12
New +$774 ﹤0.01% 460

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Halbert Hargrove Global Advisors's UL Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Unilever (UL) in Q3 2026, closing a stake of 10 shares — an estimated $620 sold.

Halbert Hargrove Global Advisors first reported a position in UL in Q1 2025 and held it in 2 quarters. The position peaked at $834 in Q1 2025. 674 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Unilever position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 10 Unilever shares in Q3 2026, an estimated $620.
  • Halbert Hargrove Global Advisors first reported a position in Unilever in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Unilever position peaked at $834 in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.