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Harbour Investments’s Unilever UL Stock Holding History

Harbour Investments’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
Q1 		$1.27M Buy
22,368
+1,501
+7% +$101K 0.02% 680
2025
Q4 		$1.36M Buy
20,867
+15,993
+328% +$1.07M 0.03% 504
2025
Q3 		$325K Buy
4,874
+1,876
+63% +$129K 0.01% 1017
2025
Q2 		$206K Buy
2,998
+41
+1% +$2.88K 0.01% 1157
2025
Q1 		$198K Sell
2,957
-255
-8% -$16.5K 0.01% 1102
2024
Q4 		$205K Buy
3,212
+534
+20% +$36.1K 0.01% 1031
2024
Q3 		$196K Sell
2,678
-19
-0.7% -$1.31K 0.01% 1026
2024
Q2 		$167K Sell
2,697
-350
-11% -$20.7K 0.01% 1013
2024
Q1 		$172K Sell
3,047
-234
-7% -$13K 0.01% 977
2023
Q4 		$179K Buy
3,281
+1,320
+67% +$71.2K 0.01% 903
2023
Q3 		$109K Buy
1,961
+142
+8% +$8.21K 0.01% 1025
2023
Q2 		$107K Sell
1,819
-166
-8% -$9.86K 0.01% 1032
2023
Q1 		$116K Buy
1,985
+83
+4% +$4.72K 0.01% 980
2022
Q4 		$108K Buy
1,902
+123
+7% +$6.58K 0.01% 979
2022
Q3 		$92K Hold
1,779
– – 0.01% 1006
2022
Q2 		$92K Buy
+1,779
New +$90.6K 0.01% 1006
2021
Q4 		$110K Sell
1,822
-4,924
-73% -$292K 0.01% 940
2021
Q3 		$411K Sell
6,746
-1,710
-20% -$109K 0.01% 724
2021
Q2 		$557K Buy
8,456
+1,324
+19% +$88K 0.02% 635
2021
Q1 		$448K Buy
+7,132
New +$454K 0.02% 648

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Investments's UL Position: Q1 2026 in Review

Harbour Investments increased its Unilever (UL) stake by 7.2% in Q1 2026, buying an estimated $101K and bringing the position to 22,368 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #680.

Harbour Investments first reported a position in UL in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.36M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Harbour Investments held 22,368 shares of Unilever worth $1.27M as of Q1 2026.
  • Harbour Investments bought 1,501 Unilever shares in Q1 2026, an estimated $101K.
  • Unilever made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #680 holding.
  • Harbour Investments first reported a position in Unilever in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Unilever position peaked at $1.36M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.