Harbor Asset Planning
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
Q3 		$70.3K Buy
1,157
+1
+0.1% +$63 0.05% 184
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Harbor Asset Planning's UL Position: Q3 2026 in Review

Harbor Asset Planning increased its Unilever (UL) stake by 0.09% in Q3 2026, buying an estimated $63 and bringing the position to 1,157 shares worth $70.3K. The position accounts for 0.05% of the portfolio, ranked #184.

Harbor Asset Planning first reported a position in UL in Q2 2025 and has held it in 6 quarters since. The position peaked at $79.5K in Q2 2025. 692 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Harbor Asset Planning held 1,157 shares of Unilever worth $70.3K as of Q3 2026.
  • Harbor Asset Planning bought 1 Unilever share in Q3 2026, an estimated $63.
  • Unilever made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #184 holding.
  • Harbor Asset Planning first reported a position in Unilever in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Unilever position peaked at $79.5K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.