Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,869
-$24,168 QoQ
Shares Held
81
-81.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,118
of 1,170 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,149,914 across 7 Household & Personal Products names. UL ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHD |
Church & Dwight Co Inc /De/
|
7,664 | $742,488 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
2,117 | $310,436 | |
| 3 | CL |
Colgate Palmolive Co
|
648 | $59,408 | |
| 4 | EL |
Estee Lauder Companies Inc
|
344 | $27,158 | |
| 5 | KVUE |
Kenvue Inc.
|
284 | $5,427 | |
| 6 | UL |
Unilever PLC
This page
|
81 | $4,869 | |
| 7 | KMB |
Kimberly Clark Corp
|
0 | $128 |
All Filings in UL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,869 | 81 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $29,037 | 444 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,640 | 500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $30,584 | 500 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $29,774 | 500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $64,581 | 1,139 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $73,989 | 1,139 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $62,633 | 1,139 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $57,166 | 1,139 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $55,218 | 1,139 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $56,266 | 1,139 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $59,376 | 1,139 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $51,929 | 1,000 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $50,350 | 1,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $352,210 | 8,034 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $368,198 | 8,034 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $372,717 | 8,179 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $450,706 | 8,379 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||