Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$775,127
-$87,797 QoQ
Shares Held
12,893
-14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#507
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, 2026Waldron Private Wealth LLC holds $4,445,526 across 2 Household & Personal Products names. UL ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
25,030 | $3,670,399 | |
| 2 | UL |
Unilever PLC
This page
|
12,893 | $775,127 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,127 | 12,893 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $862,924 | 15,147 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,031,815 | 15,777 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,052,457 | 17,754 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,086,011 | 17,754 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,102,151 | 18,508 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,249,951 | 22,045 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,468,746 | 22,610 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,092,706 | 19,871 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,075,923 | 21,437 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,028,406 | 21,213 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $1,029,446 | 20,839 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $1,104,948 | 21,196 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $1,085,648 | 20,906 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $954 | 21,766 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $954,222 | 21,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $985,666 | 21,507 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $973,922 | 21,372 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,146,372 | 21,312 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,130,541 | 20,851 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,190,709 | 20,354 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,157,634 | 20,735 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,229,895 | 20,376 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $959,124 | 15,550 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $853,383 | 15,550 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,809,163 | 55,550 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||