Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,167,195
-$215,130 QoQ
Shares Held
38,041
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026MAI Capital Management holds $116,692,194 across 23 Household & Personal Products names. UL ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
584,532 | $84,429,802 | |
| 2 | KMB |
Kimberly Clark Corp
|
219,595 | $21,184,329 | |
| 3 | CL |
Colgate Palmolive Co
|
67,659 | $5,766,576 | |
| 4 | UL |
Unilever PLC
This page
|
38,041 | $2,167,195 | |
| 5 | CLX |
Clorox Co /De/
|
13,509 | $1,399,937 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
7,909 | $738,067 | |
| 7 | KVUE |
Kenvue Inc.
|
34,615 | $596,762 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2,425 | $174,042 |
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,167,195 | 38,041 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,382,325 | 36,427 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||