Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,114,275
-$170,245 QoQ
Shares Held
134,968
-7.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#151
of 1,177 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, 2026Allworth Financial LP holds $72,476,308 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
|
393,037 | $57,634,945 | |
| 2 | UL |
Unilever PLC
This page
|
134,968 | $8,114,275 | |
| 3 | CL |
Colgate Palmolive Co
|
32,804 | $3,007,470 | |
| 4 | KMB |
Kimberly Clark Corp
|
13,457 | $1,477,174 | |
| 5 | KVUE |
Kenvue Inc.
|
38,307 | $732,046 | |
| 6 | CLX |
Clorox Co /De/
|
5,945 | $567,390 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
3,009 | $291,511 | |
| 8 | EL |
Estee Lauder Companies Inc
|
1,885 | $148,820 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,114,275 | 134,968 | Shares | Sole | 2026-08-11 | |
| 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 | |
| 2025-09-30 | $9,502,767 | 160,303 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $10,035,116 | 164,053 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,616,966 | 161,494 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,140,670 | 161,211 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $721,316 | 11,104 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $611,709 | 11,124 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $503,606 | 10,034 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $470,449 | 9,704 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $509,659 | 10,317 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $510,665 | 9,796 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $501,020 | 9,648 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $477,318 | 9,480 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $365,275 | 8,332 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $387,172 | 8,448 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $437,836 | 9,608 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $516,814 | 9,608 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $498,119 | 9,187 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $452,965 | 7,743 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $434,189 | 7,777 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $475,033 | 7,870 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $489,492 | 7,936 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $440,960 | 8,035 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $396,165 | 7,834 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||