HIA
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Harbor Investment Advisory’s Unilever UL Stock Holding History

Harbor Investment Advisory’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 		$61.4K Hold
1,022
– – ﹤0.01% 701
2026
Q1 		$58.2K Sell
1,022
-50
-5% -$3.35K ﹤0.01% 592
2025
Q4 		$70.1K Buy
1,072
+8
+0.8% +$538 0.01% 585
2025
Q3 		$71K Hold
1,064
– – 0.01% 570
2025
Q2 		$73.2K Hold
1,064
– – 0.01% 558
2025
Q1 		$71.3K Sell
1,064
-4
-0.4% -$258 0.01% 535
2024
Q4 		$68.1K Sell
1,068
-8
-0.7% -$540 0.01% 534
2024
Q3 		$78.7K Sell
1,076
-32
-3% -$2.21K 0.01% 509
2024
Q2 		$68.5K Sell
1,108
-3
-0.3% -$177 0.01% 523
2024
Q1 		$62.7K Buy
1,111
+48
+5% +$2.66K 0.01% 539
2023
Q4 		$58K Sell
1,063
-53
-5% -$2.86K 0.01% 541
2023
Q3 		$62K Sell
1,116
-3,778
-77% -$218K 0.01% 507
2023
Q2 		$287K Sell
4,894
-27
-0.5% -$1.6K 0.04% 290
2023
Q1 		$287K Hold
4,921
– – 0.04% 290
2022
Q4 		$279K Buy
4,921
+357
+8% +$19.1K 0.04% 293
2022
Q3 		$225K Hold
4,564
– – 0.04% 313
2022
Q2 		$235K Buy
4,564
+120
+3% +$6.11K 0.04% 309
2022
Q1 		$228K Buy
4,444
+400
+10% +$22.3K 0.03% 344
2021
Q4 		$245K Hold
4,044
– – 0.03% 337
2021
Q3 		$247K Buy
4,044
+472
+13% +$30.1K 0.03% 325
2021
Q2 		$235K Hold
3,572
– – 0.03% 345
2021
Q1 		$224K Hold
3,572
– – 0.03% 324
2020
Q4 		$243K Buy
3,572
+1,022
+40% +$69.3K 0.04% 277
2020
Q3 		$177K Hold
2,550
– – 0.03% 296
2020
Q2 		$157K Hold
2,550
– – 0.03% 294
2020
Q1 		$145K Buy
2,550
+2,353
+1,194% +$148K 0.04% 269
2019
Q4 		$13K Buy
+197
New +$13.1K ﹤0.01% 601

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Harbor Investment Advisory's UL Position: Q2 2026 in Review

Harbor Investment Advisory held its Unilever (UL) position steady in Q2 2026 at 1,022 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Harbor Investment Advisory first reported a position in UL in Q4 2019 and has held it in 27 quarters since. The position peaked at $287K in Q1 2023. 385 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Harbor Investment Advisory held 1,022 shares of Unilever worth $61.4K as of Q2 2026.
  • Harbor Investment Advisory left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #701 holding.
  • Harbor Investment Advisory first reported a position in Unilever in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Unilever position peaked at $287K in Q1 2023.
  • 385 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.