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Oak Harbor Wealth Partners’s Unilever UL Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-5,006
Closed -$327K – 295
2025
Q4 		$327K Sell
5,006
-1,317
-21% -$88.5K 0.08% 168
2025
Q3 		$422K Hold
6,323
– – 0.1% 147
2025
Q2 		$435K Sell
6,323
-9
-0.1% -$632 0.12% 140
2025
Q1 		$424K Buy
+6,332
New +$408K 0.12% 133

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Oak Harbor Wealth Partners's UL Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of Unilever (UL) in Q1 2026, closing a stake of 5,006 shares — an estimated $327K sold.

Oak Harbor Wealth Partners first reported a position in UL in Q1 2025 and held it in 4 quarters. The position peaked at $435K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Oak Harbor Wealth Partners reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 5,006 Unilever shares in Q1 2026, an estimated $327K.
  • Oak Harbor Wealth Partners first reported a position in Unilever in Q1 2025 and held it in 4 quarters.
  • Oak Harbor Wealth Partners's Unilever position peaked at $435K in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.