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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
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

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Halbert Hargrove Global Advisors's UL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Unilever (UL) in Q2 2026: 10 shares worth $620. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in UL as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in UL in Q1 2025 and has held it in 2 quarters since. The position peaked at $834 in Q1 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Halbert Hargrove Global Advisors held 10 shares of Unilever worth $620 as of Q2 2026.
  • Unilever was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Unilever made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #503 holding.
  • Halbert Hargrove Global Advisors first reported a position in Unilever in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Unilever position peaked at $834 in Q1 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.