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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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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. 1,194 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.
  • 1,194 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.