Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,034,364
+$177,365 QoQ
Shares Held
17,205
+14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#442
of 1,177 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $73,710,929 across 7 Household & Personal Products names. UL ranks #3 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
427,686 | $39,210,252 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
217,039 | $31,826,598 | |
| 3 | UL |
Unilever PLC
This page
|
17,205 | $1,034,364 | |
| 4 | CLX |
Clorox Co /De/
|
8,344 | $796,351 | |
| 5 | NUS |
Nu Skin Enterprises, Inc.
|
73,355 | $387,314 | |
| 6 | KVUE |
Kenvue Inc.
|
14,237 | $272,069 | |
| 7 | MAGN |
Magnera Corp
|
15,658 | $183,981 |
All Filings in UL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,364 | 17,205 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $856,999 | 15,043 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $972,563 | 14,871 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $953,945 | 15,595 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $874,015 | 14,677 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $877,036 | 15,468 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,016,559 | 15,649 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $727,023 | 13,221 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $665,469 | 13,259 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $500,265 | 10,319 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $561,578 | 11,368 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $566,601 | 10,869 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,335,841 | 83,494 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $203,061 | 4,033 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $483,461 | 10,549 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $301,354 | 6,613 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $297,404 | 5,529 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $264,810 | 4,884 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $318,415 | 5,443 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $207,464 | 3,716 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||