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 Q2	$282K	Buy	4,696 +115	+3%	+$6.65K	0.09%	64
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 $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Borer Denton & Associates's UL Position: Q2 2026 in Review

Borer Denton & Associates increased its Unilever (UL) stake by 2.5% in Q2 2026, buying an estimated $6.65K and bringing the position to 4,696 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #64.

Borer Denton & Associates first reported a position in UL in Q1 2023 and has held it in 14 quarters since. The position peaked at $335K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Borer Denton & Associates held 4,696 shares of Unilever worth $282K as of Q2 2026.
Borer Denton & Associates bought 115 Unilever shares in Q2 2026, an estimated $6.65K.
Unilever made up 0.09% of Borer Denton & Associates's portfolio in Q2 2026, its #64 holding.
Borer Denton & Associates first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
Borer Denton & Associates's Unilever position peaked at $335K in Q3 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Borer Denton & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.