Position in NUS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$527,050
-$164,926 QoQ
Shares Held
72,397
+0.6% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NUS Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $56,865,903 across 8 Household & Personal Products names. NUS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
358,491 | $30,554,187 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
150,191 | $21,693,588 | |
| 3 | KMB |
Kimberly Clark Corp
|
16,541 | $1,595,710 | |
| 4 | UL |
Unilever PLC
|
15,043 | $856,999 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
7,657 | $714,551 | |
| 6 | CLX |
Clorox Co /De/
|
6,242 | $646,858 | |
| 7 | NUS |
Nu Skin Enterprises, Inc.
This page
|
72,397 | $527,050 | |
| 8 | KVUE |
Kenvue Inc.
|
16,065 | $276,960 |
All Filings in NUS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $527,050 | 72,397 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $691,976 | 71,931 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $576,246 | 72,121 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $523,598 | 72,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $494,798 | 71,814 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $529,269 | 71,814 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $756,919 | 71,814 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $993,187 | 71,814 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $197,617 | 10,176 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $215,832 | 10,176 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,479,542 | 74,685 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $406,897 | 10,351 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,537,020 | 60,176 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,008,073 | 60,176 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,629,349 | 60,724 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,675,547 | 160,308 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $8,128,932 | 160,176 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $6,482,322 | 160,176 | Shares | Sole | 2021-11-23 | |
| No filing history on record for this holder in this stock. | ||||||