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Boreal Capital Management’s Unilever UL Stock Holding History

Boreal Capital Management’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 		$20.2K Buy
+351
New +$23.5K 0.02% 257
2025
Q4 		– Sell
-1,615
Closed -$109K – 157
2025
Q3 		$108K Buy
1,615
+351
+28% +$24.2K 0.09% 164
2025
Q2 		$87K Buy
+1,264
New +$88.7K 0.07% 177

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ClearBridge Investments
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Fidelity Investments
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Wells Fargo
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Boreal Capital Management's UL Position: Q1 2026 in Review

Boreal Capital Management opened a new position in Unilever (UL) in Q1 2026: 351 shares worth $20.2K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in UL as recently as Q3 2025.

Boreal Capital Management first reported a position in UL in Q2 2025 and has held it in 3 quarters since. The position peaked at $108K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Boreal Capital Management held 351 shares of Unilever worth $20.2K as of Q1 2026.
  • Unilever was a new Boreal Capital Management position in Q1 2026.
  • Unilever made up 0.02% of Boreal Capital Management's portfolio in Q1 2026, its #257 holding.
  • Boreal Capital Management first reported a position in Unilever in Q2 2025 and has held it in 3 quarters since.
  • Boreal Capital Management's Unilever position peaked at $108K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.