Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,284,520
-$1,032,625 QoQ
Shares Held
145,419
+2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Allworth Financial LP holds $73,746,237 across 23 Household & Personal Products names. UL ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
405,246 | $58,533,732 | |
| 2 | UL |
Unilever PLC
This page
|
145,419 | $8,284,520 | |
| 3 | CL |
Colgate Palmolive Co
|
38,375 | $3,270,701 | |
| 4 | KMB |
Kimberly Clark Corp
|
13,126 | $1,266,265 | |
| 5 | KVUE |
Kenvue Inc.
|
41,877 | $721,959 | |
| 6 | CLX |
Clorox Co /De/
|
5,992 | $620,950 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
5,376 | $501,688 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
2,970 | $180,011 |
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,284,520 | 145,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,317,145 | 142,464 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||