Borer Denton & Associates’s Unilever UL Stock Holding History

Borer Denton & Associates’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	$261K	Hold	4,581	–	–	0.09%	62
2025 Q4	$300K	Sell	4,581 -1	-0%	-$67	0.1%	57
2025 Q3	$306K	Hold	4,582	–	–	0.1%	53
2025 Q2	$315K	Hold	4,582	–	–	0.11%	51
2025 Q1	$307K	Hold	4,582	–	–	0.11%	51
2024 Q4	$292K	Hold	4,582	–	–	0.1%	54
2024 Q3	$335K	Hold	4,582	–	–	0.11%	52
2024 Q2	$283K	Hold	4,582	–	–	0.1%	51
2024 Q1	$259K	Hold	4,582	–	–	0.09%	55
2023 Q4	$250K	Hold	4,582	–	–	0.1%	55
2023 Q3	$255K	Hold	4,582	–	–	0.11%	57
2023 Q2	$269K	Hold	4,582	–	–	0.11%	57
2023 Q1	$268K	Buy	+4,582	New	+$260K	0.11%	55

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Borer Denton & Associates's UL Position: Q1 2026 in Review

Borer Denton & Associates held its Unilever (UL) position steady in Q1 2026 at 4,581 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #62.

Borer Denton & Associates first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $335K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Borer Denton & Associates held 4,581 shares of Unilever worth $261K as of Q1 2026.
Borer Denton & Associates left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.09% of Borer Denton & Associates's portfolio in Q1 2026, its #62 holding.
Borer Denton & Associates first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
Borer Denton & Associates's Unilever position peaked at $335K in Q3 2024.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Borer Denton & Associates's 13F filing for Q1 2026, filed 12 May 2026.