Position in UL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$37,058,509
+$1,875,034 QoQ
Shares Held
616,409
-0.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#65
of 1,172 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $123,468,264 across 11 Household & Personal Products names. UL ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
352,784 | $51,732,245 | |
| 2 | UL |
Unilever PLC
This page
|
616,409 | $37,058,509 | |
| 3 | CL |
Colgate Palmolive Co
|
172,218 | $15,788,946 | |
| 4 | KMB |
Kimberly Clark Corp
|
127,919 | $14,041,668 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
20,391 | $1,975,480 | |
| 6 | EL |
Estee Lauder Companies Inc
|
15,748 | $1,243,304 | |
| 7 | KVUE |
Kenvue Inc.
|
48,364 | $924,236 | |
| 8 | CLX |
Clorox Co /De/
|
3,621 | $345,588 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,058,509 | 616,409 | Shares | Defined | 2026-08-17 | |
| 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 | |
| 2025-09-30 | $37,191,051 | 627,379 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,266,464 | 625,576 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $38,196,971 | 641,427 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $33,982,263 | 599,334 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,378,693 | 467,652 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $26,818,908 | 487,705 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,932,634 | 516,689 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $27,765,419 | 572,719 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $58,378,121 | 1,181,744 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $67,077,234 | 1,286,729 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $66,265,554 | 1,276,056 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $62,452,533 | 1,240,367 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $54,568,865 | 1,244,727 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,593,998 | 1,234,867 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $54,967,616 | 1,206,223 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $61,295,885 | 1,139,541 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $62,438,818 | 1,151,582 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $67,851,130 | 1,159,848 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $62,387,602 | 1,117,457 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $63,461,925 | 1,051,390 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $61,855,947 | 1,002,852 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,236,012 | 241,181 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,107,115 | 239,413 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||