Position in UL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,660,346
+$385,597 QoQ
Shares Held
60,884
+5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#245
of 1,170 holders
Holding Since
Jun 2022
14 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, 2026Dynamic Advisor Solutions LLC holds $9,028,371 across 7 Household & Personal Products names. UL ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
25,299 | $3,709,845 | |
| 2 | UL |
Unilever PLC
This page
|
60,884 | $3,660,346 | |
| 3 | CL |
Colgate Palmolive Co
|
6,688 | $613,155 | |
| 4 | KMB |
Kimberly Clark Corp
|
4,590 | $503,844 | |
| 5 | EL |
Estee Lauder Companies Inc
|
2,780 | $219,481 | |
| 6 | CLX |
Clorox Co /De/
|
2,179 | $207,963 | |
| 7 | NWL |
Newell Brands Inc.
|
18,524 | $113,737 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,660,346 | 60,884 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,274,749 | 57,482 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,760,630 | 57,502 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,899,678 | 65,784 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,922,891 | 64,131 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,757,961 | 63,106 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $4,600,145 | 70,815 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,969,124 | 72,179 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,644,950 | 72,623 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,346,380 | 69,026 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $381,021 | 7,713 | Shares | Sole | 2023-10-11 | |
| 2022-12-31 | $205,428 | 4,080 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $200,962 | 4,584 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $205,868 | 4,492 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||