HHGA
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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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 321 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.
  • 321 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.