Position in UL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,640,638
-$21,382 QoQ
Shares Held
93,823
-5.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#201
of 1,172 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $35,417,749 across 10 Household & Personal Products names. UL ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
132,587 | $19,442,557 | |
| 2 | UL |
Unilever PLC
This page
|
93,823 | $5,640,638 | |
| 3 | KMB |
Kimberly Clark Corp
|
27,624 | $3,032,286 | |
| 4 | CL |
Colgate Palmolive Co
|
22,481 | $2,061,058 | |
| 5 | EPC |
EDGEWELL PERSONAL CARE Co
|
54,932 | $1,475,473 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
12,613 | $1,221,947 | |
| 7 | CLX |
Clorox Co /De/
|
11,589 | $1,106,054 | |
| 8 | KVUE |
Kenvue Inc.
|
43,328 | $827,998 |
All Filings in UL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,640,638 | 93,823 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,662,020 | 99,386 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,227,029 | 79,924 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,713,835 | 62,649 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,447,539 | 56,360 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,000,068 | 50,379 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,120,260 | 55,031 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,289,056 | 50,632 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,500,609 | 63,659 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,786,084 | 75,435 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,656,119 | 75,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,524,296 | 91,585 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,565,079 | 87,571 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,202,277 | 80,922 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,150,505 | 82,433 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,190,370 | 72,773 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,738,768 | 81,579 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,913,109 | 63,926 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,444,093 | 119,801 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,263,878 | 115,527 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,311,918 | 107,896 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,899,080 | 87,750 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,456,984 | 73,840 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,960,993 | 31,793 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,410,745 | 25,706 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||