Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$440,549
+$67,508 QoQ
Shares Held
7,733
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Transamerica Financial Advisors, LLC holds $3,309,186 across 18 Household & Personal Products names. UL ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,974 | $1,440,644 | |
| 2 | CL |
Colgate Palmolive Co
|
10,776 | $918,438 | |
| 3 | UL |
Unilever PLC
This page
|
7,733 | $440,549 | |
| 4 | KVUE |
Kenvue Inc.
|
16,377 | $282,339 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,044 | $197,184 | |
| 6 | EL |
Estee Lauder Companies Inc
|
219 | $15,717 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
94 | $8,772 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
20 | $1,474 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $440,549 | 7,733 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $373,041 | 5,704 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||