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 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%	-$9.86K	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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hazlett, Burt & Watson's UL Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Unilever (UL) stake by 21% in Q2 2026, buying an estimated $61.7K and bringing the position to 6,212 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #182.

Hazlett, Burt & Watson first reported a position in UL in Q1 2022 and has held it in 18 quarters since. The position peaked at $427K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Hazlett, Burt & Watson held 6,212 shares of Unilever worth $373K as of Q2 2026.
Hazlett, Burt & Watson bought 1,067 Unilever shares in Q2 2026, an estimated $61.7K.
Unilever made up 0.1% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #182 holding.
Hazlett, Burt & Watson first reported a position in Unilever in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's Unilever position peaked at $427K in Q3 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.