Position in UL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,553
+$5,699 QoQ
Shares Held
109
+626.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,106
of 1,170 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $1,202,502 across 9 Household & Personal Products names. UL ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
7,094 | $1,040,264 | |
| 2 | CL |
Colgate Palmolive Co
|
912 | $83,612 | |
| 3 | EL |
Estee Lauder Companies Inc
|
547 | $43,185 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
152 | $14,725 | |
| 5 | KMB |
Kimberly Clark Corp
|
104 | $11,416 | |
| 6 | UL |
Unilever PLC
This page
|
109 | $6,553 | |
| 7 | KVUE |
Kenvue Inc.
|
59 | $1,127 | |
| 8 | IPAR |
Interparfums Inc
|
9 | $1,006 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,553 | 109 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $854 | 15 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $981 | 15 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,007 | 17 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,039 | 17 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,012 | 17 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $963 | 17 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,104 | 17 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $934 | 17 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $853 | 17 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $824 | 17 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $23,563 | 477 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $28,045 | 538 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,938 | 538 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $26,886 | 534 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,279 | 531 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $27,177 | 593 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $23,787 | 522 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $37,007 | 688 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $36,435 | 672 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $29,776 | 509 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $24,397 | 437 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $25,230 | 418 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,059 | 309 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,957 | 309 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $15,626 | 309 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||