Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s Unilever UL Stock Holding History

Hazlett, Burt & Watson’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 		$370K Sell
6,056
-156
-3% -$9.8K 0.1% 188
2026
Q2 		$373K Buy
6,212
+1,067
+21% +$61.7K 0.1% 182
2026
Q1 		$292K Buy
5,145
+186
+4% +$12.5K 0.09% 206
2025
Q4 		$323K Sell
4,959
-5
-0.1% -$336 0.1% 185
2025
Q3 		$332K Hold
4,964
– – 0.12% 160
2025
Q2 		$340K Sell
4,964
-427
-8% -$30K 0.14% 142
2025
Q1 		$363K Sell
5,391
-482
-8% -$31.1K 0.16% 128
2024
Q4 		$374K Buy
5,873
+1
+0% +$68 0.17% 127
2024
Q3 		$427K Hold
5,872
– – 0.2% 117
2024
Q2 		$363K Buy
5,872
+338
+6% +$20K 0.19% 114
2024
Q1 		$314K Sell
5,534
-178
-3% -$9.9K 0.19% 118
2023
Q4 		$312K Buy
5,712
+1
+0% +$54 0.21% 101
2023
Q3 		$318K Buy
5,711
+29
+0.5% +$1.68K 0.24% 86
2023
Q2 		$333K Buy
5,682
+62
+1% +$3.68K 0.25% 86
2023
Q1 		$328K Buy
5,620
+400
+8% +$22.7K 0.27% 82
2022
Q4 		$295K Hold
5,220
– – 0.26% 86
2022
Q3 		$258K Buy
5,220
+178
+4% +$9.3K 0.25% 87
2022
Q2 		$259K Hold
5,042
– – 0.24% 95
2022
Q1 		$259K Buy
+5,042
New +$281K 0.21% 106

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 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

Hazlett, Burt & Watson's UL Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Unilever (UL) stake by 2.5% in Q3 2026, selling an estimated $9.8K and leaving 6,056 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #188.

Hazlett, Burt & Watson first reported a position in UL in Q1 2022 and has held it in 19 quarters since. The position peaked at $427K in Q3 2024. 788 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Hazlett, Burt & Watson held 6,056 shares of Unilever worth $370K as of Q3 2026.
  • Hazlett, Burt & Watson sold 156 Unilever shares in Q3 2026, an estimated $9.8K.
  • Unilever made up 0.1% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #188 holding.
  • Hazlett, Burt & Watson first reported a position in Unilever in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's Unilever position peaked at $427K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.