James T. Borello RIA’s Unilever UL Stock Holding History

James T. Borello RIA’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 Q3	$339K	Buy	5,589 +296	+6%	+$18.6K	0.07%	87
2026 Q2	$318K	Buy	5,293 +3	+0.1%	+$173	0.07%	89
2026 Q1	$301K	Buy	5,290 +993	+23%	+$66.6K	0.08%	83
2025 Q4	$281K	Buy	4,297 +53	+1%	+$3.56K	0.07%	86
2025 Q3	$283K	Buy	4,244 +1	+0%	+$69	0.08%	80
2025 Q2	$292K	Buy	4,243 +34	+0.8%	+$2.39K	0.09%	74
2025 Q1	$282K	Buy	4,209 +33	+0.8%	+$2.13K	0.09%	70
2024 Q4	$266K	Buy	4,176 +34	+0.8%	+$2.3K	0.1%	66
2024 Q3	$303K	Buy	4,142 +30	+0.7%	+$2.07K	0.12%	61
2024 Q2	$254K	Buy	4,112 +33	+0.8%	+$1.95K	0.11%	61
2024 Q1	$230K	Buy	+4,079	New	+$226K	0.1%	63

Other funds holding UL

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

James T. Borello RIA's UL Position: Q3 2026 in Review

James T. Borello RIA increased its Unilever (UL) stake by 5.6% in Q3 2026, buying an estimated $18.6K and bringing the position to 5,589 shares worth $339K. The position accounts for 0.07% of the portfolio, ranked #87.

James T. Borello RIA first reported a position in UL in Q1 2024 and has held it in 11 quarters since. 328 funds tracked by Wall St. Rank hold UL as of Q3 2026.

James T. Borello RIA held 5,589 shares of Unilever worth $339K as of Q3 2026.
James T. Borello RIA bought 296 Unilever shares in Q3 2026, an estimated $18.6K.
Unilever made up 0.07% of James T. Borello RIA's portfolio in Q3 2026, its #87 holding.
James T. Borello RIA first reported a position in Unilever in Q1 2024 and has held it in 11 quarters since.
328 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.