Position in UL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,845,515
+$593,070 QoQ
Shares Held
147,131
+1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#143
of 1,172 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $32,801,290 across 5 Household & Personal Products names. UL ranks #2 (27.0% of the industry book) .
All Filings in UL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,845,515 | 147,131 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $8,252,445 | 144,856 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $8,773,082 | 134,145 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $8,929,647 | 150,635 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $9,436,629 | 154,269 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,362,270 | 157,217 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $9,270,966 | 163,509 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||