Position in UG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$143,299
+$8,830 QoQ
Shares Held
20,070
0.0% QoQ
Ownership
0.437%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 28 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $123,468,264 across 11 Household & Personal Products names. UG ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
352,784 | $51,732,245 | |
| 2 | UL |
Unilever PLC
|
616,409 | $37,058,509 | |
| 3 | CL |
Colgate Palmolive Co
|
172,218 | $15,788,946 | |
| 4 | KMB |
Kimberly Clark Corp
|
127,919 | $14,041,668 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
20,391 | $1,975,480 | |
| 6 | EL |
Estee Lauder Companies Inc
|
15,748 | $1,243,304 | |
| 7 | KVUE |
Kenvue Inc.
|
48,364 | $924,236 | |
| 8 | CLX |
Clorox Co /De/
|
3,621 | $345,588 |
All Filings in UG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,299 | 20,070 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $134,469 | 20,070 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $123,631 | 20,070 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $157,750 | 20,070 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $160,560 | 20,070 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $180,429 | 20,070 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $191,869 | 20,070 | Shares | Defined | 2025-02-13 | |
| 2022-12-31 | $209,530 | 20,070 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $227,995 | 20,070 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $300,849 | 20,070 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $456,391 | 20,070 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $494,651 | 30,070 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $426,994 | 30,070 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $451,350 | 30,070 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $455,560 | 30,070 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $432,406 | 30,070 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $481,936 | 31,790 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $470,809 | 31,790 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $459,365 | 31,790 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||