United Asset Strategies, Inc.

Position in CL — Colgate Palmolive Co

CIK 1539948 GARDEN CITY, NY

Position in CL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$12,084,890

+$1,316,847 QoQ

Shares Held

131,816

+4.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#309

of 2,002 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Consumer Defensive · as of Jun 30, 2026

United Asset Strategies, Inc. holds $15,758,208 across 4 Household & Personal Products names. CL ranks #1 (76.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co This page	131,816	$12,084,890
2	PG	PROCTER & GAMBLE Co	18,834	$2,761,817
3	CLX	Clorox Co /De/	4,941	$471,569
4	CHD	Church & Dwight Co Inc /De/	4,541	$439,932

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,084,890	131,816	+4.3%	Shares	Sole	2026-07-13
2026-03-31	$10,768,043	126,341	+6.5%	Shares	Sole	2026-04-29
2025-12-31	$9,378,251	118,682	-0.1%	Shares	Sole	2026-01-28
2025-09-30	$9,494,154	118,766	+3.1%	Shares	Sole	2025-10-23
2025-06-30	$10,470,225	115,184	-0.4%	Shares	Sole	2025-08-08
2025-03-31	$10,833,968	115,624	+3.8%	Shares	Sole	2025-05-14
2024-12-31	$10,130,828	111,438	+7.7%	Shares	Sole	2025-01-22
2024-09-30	$10,745,788	103,514	+0.6%	Shares	Sole	2024-10-28
2024-06-30	$9,986,580	102,912	+1.2%	Shares	Sole	2024-08-01
2024-03-31	$9,159,615	101,717	+744.3%	Shares	Sole	2024-04-23
2023-12-31	$960,266	12,047	+7.0%	Shares	Sole	2024-01-30
2023-09-30	$800,840	11,262	+12.8%	Shares	Sole	2023-11-07
2023-06-30	$769,475	9,988	+0.4%	Shares	Sole	2023-07-25
2023-03-31	$747,291	9,944	+28.7%	Shares	Sole	2023-07-25
2022-12-31	$608,967	7,729	+8.8%	Shares	Sole	2023-01-26
2022-09-30	$498,845	7,101	+5.9%	Shares	Sole	2022-10-24
2022-06-30	$537,498	6,707	-24.0%	Shares	Sole	2022-08-15
2022-03-31	$669,123	8,824	+11.2%	Shares	Sole	2022-04-29
2021-12-31	$677,428	7,938	+75.5%	Shares	Sole	2022-01-31
2020-12-31	$386,847	4,524	-81.7%	Shares	Sole	2021-02-05
2020-09-30	$1,906,916	24,717	-3.0%	Shares	Sole	2020-11-03
2020-06-30	$1,866,738	25,481	-2.9%	Shares	Sole	2020-08-03
2020-03-31	$1,740,689	26,231	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.