HAP
UL icon

Harbor Asset Planning’s Unilever UL Stock Holding History

Harbor Asset Planning’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 		$69.5K Buy
1,156
+1
+0.1% +$58 0.05% 186
2026
Q1 		$65.8K Hold
1,155
– – 0.06% 180
2025
Q4 		$75.5K Sell
1,155
-1
-0.1% -$67 0.06% 155
2025
Q3 		$77.1K Hold
1,156
– – 0.07% 153
2025
Q2 		$79.5K Buy
+1,156
New +$81.1K 0.08% 149

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
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
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Harbor Asset Planning's UL Position: Q2 2026 in Review

Harbor Asset Planning increased its Unilever (UL) stake by 0.09% in Q2 2026, buying an estimated $58 and bringing the position to 1,156 shares worth $69.5K. The position accounts for 0.05% of the portfolio, ranked #186.

Harbor Asset Planning first reported a position in UL in Q2 2025 and has held it in 5 quarters since. The position peaked at $79.5K in Q2 2025. 310 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Harbor Asset Planning held 1,156 shares of Unilever worth $69.5K as of Q2 2026.
  • Harbor Asset Planning bought 1 Unilever share in Q2 2026, an estimated $58.
  • Unilever made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #186 holding.
  • Harbor Asset Planning first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Unilever position peaked at $79.5K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.