Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,064,268
+$6,671 QoQ
Shares Held
167,403
-5.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#130
of 1,172 holders
Holding Since
Jun 2023
13 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, 2026Modera Wealth Management, LLC holds $39,084,392 across 5 Household & Personal Products names. UL ranks #2 (25.8% of the industry book) .
All Filings in UL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,064,268 | 167,403 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,057,597 | 176,542 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,120,451 | 185,328 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,767,675 | 215,379 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,557,528 | 221,637 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,602,825 | 228,427 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,416,931 | 236,630 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,645,041 | 240,841 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $13,283,004 | 241,553 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,136,149 | 241,804 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,537,659 | 237,988 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,381,704 | 230,399 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $10,172,760 | 195,142 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||