Position in NUS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,232,030
+$249,550 QoQ
Shares Held
169,235
+65.7% QoQ
Ownership
0.349%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NUS Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $356,762,169 across 19 Household & Personal Products names. NUS ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,693,989 | $244,679,770 | |
| 2 | CL |
Colgate Palmolive Co
|
388,818 | $33,138,957 | |
| 3 | UL |
Unilever PLC
|
405,108 | $23,079,002 | |
| 4 | KMB |
Kimberly Clark Corp
|
124,835 | $12,042,832 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
100,654 | $9,393,030 | |
| 6 | KVUE |
Kenvue Inc.
|
541,664 | $9,338,287 | |
| 7 | CLX |
Clorox Co /De/
|
59,220 | $6,136,968 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
207,876 | $4,436,073 |
All Filings in NUS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,232,030 | 169,235 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $982,480 | 102,129 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $585,277 | 48,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $254,025 | 31,793 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $907,790 | 125,040 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $855,434 | 124,156 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $303,835 | 41,226 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $303,845 | 28,828 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $388,387 | 28,083 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $393,332 | 20,254 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $406,022 | 19,143 | Shares | Defined | 2023-11-16 | |
| 2023-03-31 | $904 | 23 | Shares | Sole | 2023-05-15 | |
| 2021-06-30 | $215,270 | 3,800 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $232,874 | 4,403 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $229,937 | 4,209 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||