Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,183,475
-$1,267,869 QoQ
Shares Held
617,579
+10.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $118,306,782 across 11 Household & Personal Products names. UL ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
355,010 | $51,277,644 | |
| 2 | UL |
Unilever PLC
This page
|
617,579 | $35,183,475 | |
| 3 | CL |
Colgate Palmolive Co
|
171,064 | $14,579,784 | |
| 4 | KMB |
Kimberly Clark Corp
|
126,474 | $12,200,946 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
22,423 | $2,092,514 | |
| 6 | EL |
Estee Lauder Companies Inc
|
17,327 | $1,243,558 | |
| 7 | KVUE |
Kenvue Inc.
|
48,496 | $836,071 | |
| 8 | CLX |
Clorox Co /De/
|
5,245 | $543,539 |
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,183,475 | 617,579 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,451,344 | 557,360 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||