Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,609,244
+$215,883 QoQ
Shares Held
60,034
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#247
of 1,172 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $15,170,637 across 10 Household & Personal Products names. UL ranks #3 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
34,027 | $4,989,719 | |
| 2 | CL |
Colgate Palmolive Co
|
41,035 | $3,762,088 | |
| 3 | UL |
Unilever PLC
This page
|
60,034 | $3,609,244 | |
| 4 | KMB |
Kimberly Clark Corp
|
24,023 | $2,637,004 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
588 | $56,965 | |
| 6 | KVUE |
Kenvue Inc.
|
2,882 | $55,075 | |
| 7 | EL |
Estee Lauder Companies Inc
|
589 | $46,501 | |
| 8 | CLX |
Clorox Co /De/
|
89 | $8,494 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,609,244 | 60,034 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,393,361 | 59,564 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,326,735 | 35,577 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $545,198 | 9,197 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $521,902 | 8,532 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $621,820 | 10,442 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $899,149 | 15,858 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,086,976 | 16,733 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,652,285 | 30,047 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,810,892 | 56,005 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,180,627 | 65,607 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,734,690 | 95,844 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $5,106,606 | 97,959 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $4,676,397 | 90,052 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $4,590,161 | 91,165 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,760,071 | 85,768 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $3,626,622 | 79,132 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,611,310 | 35,359 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $6,396,704 | 118,920 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $7,050,556 | 130,036 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $6,881,942 | 117,640 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $6,292,652 | 112,711 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $6,095,094 | 100,979 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $4,585,108 | 74,337 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $4,256,163 | 77,554 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,783,120 | 55,035 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||