Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$119,424,171
+$12,698,909 QoQ
Shares Held
1,986,430
+6.0% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
6.85%
of 13F equity value
Holder Rank
#30
of 1,172 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Saratoga Research & Investment Management holds $185,181,770 across 3 Household & Personal Products names. UL ranks #1 (64.5% of the industry book) .
All Filings in UL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,424,171 | 1,986,430 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $106,725,262 | 1,873,359 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $121,192,413 | 1,853,095 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $125,004,824 | 2,108,717 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $131,949,433 | 2,157,095 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $134,430,411 | 2,257,438 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $126,256,707 | 2,226,748 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $169,388,115 | 2,607,574 | Shares | Sole | 2024-11-22 | |
| 2024-06-30 | $152,168,772 | 2,767,207 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $137,765,700 | 2,744,882 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $111,856,024 | 2,307,261 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $124,121,976 | 2,512,592 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $115,827,840 | 2,221,902 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $108,173,770 | 2,083,070 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $101,061,198 | 2,007,172 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $91,908,819 | 2,096,459 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $91,787,936 | 2,002,790 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $87,094,851 | 1,911,231 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $83,502,432 | 1,552,379 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $86,401,689 | 1,593,538 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $74,728,919 | 1,277,417 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $69,033,882 | 1,236,502 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $52,464,208 | 869,188 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $36,283,712 | 588,257 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $12,097,856 | 220,442 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||