Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$47,826,121
+$6,733,660 QoQ
Shares Held
795,511
+10.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#54
of 1,172 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Janney Montgomery Scott LLC holds $327,016,541 across 12 Household & Personal Products names. UL ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,124,238 | $164,858,260 | |
| 2 | UL |
Unilever PLC
This page
|
795,511 | $47,826,121 | |
| 3 | KMB |
Kimberly Clark Corp
|
356,891 | $39,175,925 | |
| 4 | CL |
Colgate Palmolive Co
|
289,021 | $26,497,445 | |
| 5 | CLX |
Clorox Co /De/
|
204,868 | $19,552,601 | |
| 6 | KVUE |
Kenvue Inc.
|
809,222 | $15,464,232 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
100,734 | $9,759,109 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
26,769 | $1,980,906 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,826,121 | 795,511 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $41,092,461 | 721,300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $37,101,354 | 567,299 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,974,269 | 606,853 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $36,932,897 | 603,775 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $35,445,285 | 595,219 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $28,009,084 | 493,987 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $27,307,642 | 420,376 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $23,880,131 | 434,263 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $23,402,454 | 466,277 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $21,815,856 | 449,997 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $22,737,324 | 460,270 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,372,618 | 467,535 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $24,138,349 | 464,825 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $23,109,411 | 458,975 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $20,650,931 | 471,052 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $20,893,683 | 455,895 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,563,691 | 385,422 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $19,989,431 | 371,620 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $20,298,951 | 374,381 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $21,063,750 | 360,064 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $19,307,012 | 345,818 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $21,140,434 | 350,239 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,568,183 | 106,488 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,588,594 | 101,833 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,297,207 | 104,750 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||