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Pine Haven Investment Counsel’s Unilever UL Stock Holding History

Pine Haven Investment Counsel’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 		$335K Sell
5,570
-88
-2% -$5.09K 0.23% 88
2026
Q1 		$322K Sell
5,658
-133
-2% -$8.91K 0.24% 89
2025
Q4 		$379K Buy
5,791
+153
+3% +$10.3K 0.27% 82
2025
Q3 		$376K Buy
5,638
+133
+2% +$9.18K 0.27% 79
2025
Q2 		$379K Sell
5,505
-44
-0.8% -$3.09K 0.3% 74
2025
Q1 		$372K Hold
5,549
– – 0.31% 72
2024
Q4 		$354K Sell
5,549
-79
-1% -$5.33K 0.29% 76
2024
Q3 		$411K Sell
5,628
-24
-0.4% -$1.66K 0.33% 72
2024
Q2 		$350K Buy
5,652
+89
+2% +$5.26K 0.3% 78
2024
Q1 		$314K Buy
5,563
+111
+2% +$6.15K 0.28% 80
2023
Q4 		$297K Buy
5,452
+192
+4% +$10.4K 0.28% 82
2023
Q3 		$292K Sell
5,260
-7
-0.1% -$405 0.3% 79
2023
Q2 		$309K Sell
5,267
-129
-2% -$7.66K 0.31% 81
2023
Q1 		$315K Buy
5,396
+156
+3% +$8.86K 0.33% 75
2022
Q4 		$297K Buy
5,240
+444
+9% +$23.8K 0.33% 75
2022
Q3 		$237K Sell
4,796
-133
-3% -$6.95K 0.29% 86
2022
Q2 		$254K Buy
4,929
+80
+2% +$4.08K 0.3% 84
2022
Q1 		$249K Buy
4,849
+498
+11% +$27.7K 0.24% 95
2021
Q4 		$263K Buy
+4,351
New +$258K 0.25% 95

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Pine Haven Investment Counsel's UL Position: Q2 2026 in Review

Pine Haven Investment Counsel reduced its Unilever (UL) stake by 1.6% in Q2 2026, selling an estimated $5.09K and leaving 5,570 shares worth $335K. The position accounts for 0.23% of the portfolio, ranked #88.

Pine Haven Investment Counsel first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $411K in Q3 2024. 278 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Pine Haven Investment Counsel held 5,570 shares of Unilever worth $335K as of Q2 2026.
  • Pine Haven Investment Counsel sold 88 Unilever shares in Q2 2026, an estimated $5.09K.
  • Unilever made up 0.23% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #88 holding.
  • Pine Haven Investment Counsel first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • Pine Haven Investment Counsel's Unilever position peaked at $411K in Q3 2024.
  • 278 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.