Gradient Investments LLC

Position in UL — Unilever PLC

CIK 1542265 ARDEN HILLS, MN

Position in UL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,182,824

+$830,089 QoQ

Shares Held

86,208

+12.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#215

of 1,170 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gradient Investments LLC holds $44,691,375 across 3 Household & Personal Products names. UL ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	267,216	$39,184,554
2	UL	Unilever PLC This page	86,208	$5,182,824
3	CL	Colgate Palmolive Co	3,534	$323,997

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,182,824	86,208	+12.8%	Shares	Sole	2026-07-08
2026-03-31	$4,352,735	76,404	+127240.0%	Shares	Sole	2026-04-13
2024-06-30	$3,299	60	-75.1%	Shares	Sole	2024-07-18
2023-12-31	$11,683	241	+1.3%	Shares	Sole	2024-01-18
2023-09-30	$11,757	238	+58.7%	Shares	Sole	2023-10-27
2023-06-30	$7,819	150	+31.6%	Shares	Sole	2023-07-11
2023-03-31	$5,920	114	+20.0%	Shares	Sole	2023-04-17
2022-12-31	$4,783	95	-68.2%	Shares	Sole	2023-01-10
2022-09-30	$13,108	299	+214.7%	Shares	Sole	2022-10-14
2022-06-30	$4,353	95	0.0%	Shares	Sole	2022-07-11
2022-03-31	$4,329	95	0.0%	Shares	Sole	2022-05-26
2021-12-31	$5,110	95	0.0%	Shares	Sole	2022-01-12
2021-09-30	$5,150	95	-59.9%	Shares	Sole	2021-10-18
2021-06-30	$13,864	237	+88.1%	Shares	Sole	2021-07-12
2021-03-31	$7,034	126	-98.7%	Shares	Sole	2021-04-21
2020-12-31	$585,190	9,695	-9.1%	Shares	Sole	2021-01-08
2020-09-30	$657,755	10,664	-10.4%	Shares	Sole	2020-10-06
2020-06-30	$653,401	11,906	-52.2%	Shares	Sole	2020-07-10
2020-03-31	$1,259,193	24,900	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.