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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
Q2 		$21.1K Hold
351
– – 0.02% 253
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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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 22.96% 1-Year Est. Return

Boreal Capital Management's UL Position: Q2 2026 in Review

Boreal Capital Management held its Unilever (UL) position steady in Q2 2026 at 351 shares worth $21.1K. The position accounts for 0.02% of the portfolio, ranked #253.

Boreal Capital Management first reported a position in UL in Q2 2025 and has held it in 4 quarters since. The position peaked at $108K in Q3 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Boreal Capital Management held 351 shares of Unilever worth $21.1K as of Q2 2026.
  • Boreal Capital Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.02% of Boreal Capital Management's portfolio in Q2 2026, its #253 holding.
  • Boreal Capital Management first reported a position in Unilever in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Unilever position peaked at $108K in Q3 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.