Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,725,600
+$1,799,381 QoQ
Shares Held
211,670
+10.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#118
of 1,177 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $413,929,761 across 13 Household & Personal Products names. UL ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,291,415 | $336,013,095 | |
| 2 | CL |
Colgate Palmolive Co
|
286,346 | $26,252,201 | |
| 3 | KMB |
Kimberly Clark Corp
|
153,978 | $16,902,165 | |
| 4 | UL |
Unilever PLC
This page
|
211,670 | $12,725,600 | |
| 5 | KVUE |
Kenvue Inc.
|
502,643 | $9,605,507 | |
| 6 | CLX |
Clorox Co /De/
|
44,755 | $4,271,417 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
27,732 | $2,686,676 | |
| 8 | IPAR |
Interparfums Inc
|
12,901 | $1,443,105 |
All Filings in UL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,725,600 | 211,670 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,926,219 | 191,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,696,005 | 178,838 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,233,093 | 189,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,947,453 | 146,272 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,302,757 | 139,425 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,827,422 | 120,413 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $2,930,412 | 45,111 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,313,514 | 114,812 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,159,361 | 62,948 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,264,552 | 26,084 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||