EXENCIAL WEALTH ADVISORS, LLC

Position in UL — Unilever PLC

CIK 1576151 OKLAHOMA CITY, OK

Position in UL

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,722,191

-$295,854 QoQ

Shares Held

65,336

+6.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Defensive · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $8,004,134 across 3 Household & Personal Products names. UL ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC This page	65,336	$3,722,191
2	PG	PROCTER & GAMBLE Co	21,475	$3,101,849
3	CL	Colgate Palmolive Co	13,846	$1,180,094

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,722,191	65,336	+6.3%	Shares	Sole	2026-04-28
2025-12-31	$4,018,045	61,438	-8.3%	Shares	Sole	2026-01-30
2025-09-30	$3,970,162	66,973	+6.6%	Shares	Sole	2025-10-27
2025-06-30	$3,841,902	62,807	+1.0%	Shares	Sole	2025-07-30
2025-03-31	$3,704,902	62,215	+1.9%	Shares	Sole	2025-05-09
2024-12-31	$3,463,295	61,081	-12.5%	Shares	Sole	2025-02-06
2024-09-30	$4,532,911	69,780	-1.1%	Shares	Sole	2024-10-31
2024-06-30	$3,879,546	70,550	-6.6%	Shares	Sole	2024-08-12
2024-03-31	$3,790,651	75,526	-3.1%	Shares	Sole	2024-05-10
2023-12-31	$3,777,416	77,917	-8.8%	Shares	Sole	2024-02-13
2023-09-30	$4,220,486	85,435	-7.1%	Shares	Sole	2023-11-08
2023-06-30	$4,794,556	91,973	+1.5%	Shares	Sole	2023-08-10
2023-03-31	$4,704,336	90,590	-4.8%	Shares	Sole	2023-05-02
2022-12-31	$4,789,749	95,129	-3.0%	Shares	Sole	2023-02-14
2022-09-30	$4,301,188	98,111	-4.8%	Shares	Sole	2022-11-08
2022-06-30	$4,725,397	103,107	+3.5%	Shares	Sole	2022-08-11
2022-03-31	$4,541,372	99,657	+84.6%	Shares	Sole	2022-05-12
2021-12-31	$2,904,336	53,994	+25.0%	Shares	Sole	2022-02-10
2021-09-30	$2,342,956	43,212	+8.2%	Shares	Sole	2021-11-04
2021-06-30	$2,337,309	39,954	+342.2%	Shares	Sole	2021-08-16
2021-03-31	$504,479	9,036	+175.3%	Shares	Sole	2021-05-06
2020-09-30	$202,433	3,282	-95.0%	Shares	Sole	2020-11-13
2020-03-31	$3,291,702	65,092	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.